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
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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 |
|---|---|---|---|
| 2025-09-30 | $349k | 13k | 27.31 |
| 2025-06-30 | $321k | 13k | 25.73 |
| 2025-03-31 | $359k | 14k | 25.26 |
| 2024-12-31 | $425k | 16k | 26.16 |
| 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 |
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