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Litman Gregory Fds Tr shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $705k 25k 28.13
2024-06-30 $736k 25k 30.06
2024-03-31 $603k 21k 28.68
2023-12-31 $622k 24k 25.76
2023-09-30 $481k 17k 28.90