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Litman Gregory Fds Tr shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $589k 21k 28.13
2024-06-30 $894k 30k 30.06
2023-09-30 $415k 14k 28.90

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Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Northwestern Mutual Wealth Management Company
Goldstein Advisors
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Resources Investment Advisors
ValMark Advisers
Family Investment Center
Frontier Asset Management
Jpmorgan Chase & Co
ALM First Financial Advisors

View all funds holding Litman Gregory Fds Tr