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Litman Gregory Fds Tr shares owned by Retirement Group

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

Historical chart of Retirement Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $505k 18k 28.68
2023-12-31 $531k 21k 25.76
2023-09-30 $561k 19k 28.90
2023-06-30 $461k 17k 27.63
2023-03-31 $148k 5.6k 26.38
2022-12-31 $0 10 0.00

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View all positions for Retirement Group

Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Summit Wealth & Retirement Planning
ValMark Advisers
Family Investment Center
Savant Capital Management
ALM First Financial Advisors
Sage Private Wealth Group
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr