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Litman Gregory Fds Tr shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Proactive Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 20k 27.31
2025-06-30 $503k 20k 25.74
2025-03-31 $545k 22k 25.25
2024-12-31 $561k 21k 26.17
2024-09-30 $623k 22k 28.11

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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