Litman Gregory Fds Tr shares owned by Private Advisor
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Litman Gregory Fds Tr by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 436k | 28.06 |
| 2025-09-30 | $12M | 433k | 27.31 |
| 2025-06-30 | $10M | 401k | 25.73 |
| 2025-03-31 | $11M | 429k | 25.26 |
| 2024-12-31 | $8.4M | 322k | 26.16 |
| 2024-09-30 | $6.5M | 230k | 28.13 |
| 2024-06-30 | $3.1M | 102k | 30.06 |
| 2024-03-31 | $2.2M | 76k | 28.68 |
| 2023-12-31 | $1.3M | 51k | 25.76 |
| 2023-09-30 | $1.2M | 40k | 28.90 |
| 2023-06-30 | $2.1M | 77k | 27.63 |
| 2023-03-31 | $2.3M | 86k | 26.30 |
| 2022-12-31 | $2.5k | 87k | 0.03 |
| 2022-09-30 | $3.5M | 104k | 33.94 |
| 2022-06-30 | $2.3M | 72k | 32.40 |
| 2022-03-31 | $3.3M | 129k | 25.79 |
| 2021-12-31 | $3.3M | 129k | 25.79 |
| 2021-09-30 | $2.3M | 83k | 27.90 |