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Litman Gregory Fds Tr shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 50k 27.31
2025-06-30 $1.2M 45k 25.73
2025-03-31 $654k 26k 25.26
2024-12-31 $354k 14k 26.16

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Rockland Trust
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr