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Litman Gregory Fds Tr shares owned by Patten

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Patten from 13F filings

Historical chart of Patten investment in Litman Gregory Fds Tr

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Quarterly reported holdings in Litman Gregory Fds Tr by Patten

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.4M 42k 32.53

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
Farther Finance Advisors
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr