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Litman Gregory Fds Tr shares owned by Professional Financial Advisors

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

Historical chart of Professional Financial 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 Professional Financial 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 143k 28.68
2023-12-31 $2.8M 110k 25.76
2023-09-30 $2.9M 102k 28.90
2022-09-30 $1.9M 57k 33.94
2022-06-30 $1.8M 54k 32.41

More positions owned by Professional Financial Advisors

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tidal Tr Ii Return Stckd Us (RSST)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr