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Litman Gregory Fds Tr shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment 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 Resources Investment 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 Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $20M 705k 28.90
2023-06-30 $18M 649k 27.63
2023-03-31 $14M 529k 26.30
2022-12-31 $11M 374k 29.11
2022-09-30 $2.8M 81k 33.94
2022-06-30 $262k 8.1k 32.35

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View all positions for Resources Investment Advisors

Top funds holding Litman Gregory Fds Tr

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

View all funds holding Litman Gregory Fds Tr