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Litman Gregory Fds Tr shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Pinnacle Family 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $516k 19k 27.31
2025-06-30 $455k 18k 25.73
2025-03-31 $423k 17k 25.26
2024-12-31 $417k 16k 26.16
2024-09-30 $393k 14k 28.13
2024-06-30 $364k 12k 30.06

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
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
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr