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Litman Gregory Fds Tr shares owned by Prospera Financial Services

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

Historical chart of Prospera Financial Services investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Prospera Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $543k 18k 30.15
2022-12-31 $419k 14k 29.11

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Resources Investment Advisors
Rockland Trust
Envestnet Asset Management

View all funds holding Litman Gregory Fds Tr