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Litman Gregory Fds Tr shares owned by Paul R. Ried Financial Group

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Paul R. Ried Financial Group from 13F filings

Historical chart of Paul R. Ried Financial Group investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Paul R. Ried Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Paul R. Ried Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 6.7k 30.15

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View all positions for Paul R. Ried Financial Group

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Parcion Private Wealth
Bank of America Corporation
Raymond James Financial
Toroso Investments
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Royal Bank of Canada

View all funds holding Litman Gregory Fds Tr