Litman Gregory Fds Tr shares owned by Rockefeller Capital Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Rockefeller Capital Management
from 13F filings
Historical chart of Rockefeller Capital Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Rockefeller Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 8.1k | 27.31 |
| 2025-06-30 | $632k | 25k | 25.73 |
| 2025-03-31 | $620k | 25k | 25.26 |
| 2024-12-31 | $759k | 29k | 26.16 |
| 2024-09-30 | $2.2M | 80k | 28.13 |
| 2024-06-30 | $2.3M | 76k | 30.06 |
| 2024-03-31 | $1.7M | 61k | 28.68 |
| 2023-12-31 | $1.7M | 66k | 25.76 |
| 2023-09-30 | $2.6M | 91k | 28.90 |
| 2023-06-30 | $2.5M | 91k | 27.63 |
| 2023-03-31 | $6.0M | 229k | 26.30 |
| 2022-12-31 | $5.0M | 172k | 29.11 |
| 2022-09-30 | $4.5M | 132k | 33.93 |
| 2022-06-30 | $0 | 25 | 0.00 |
| 2022-03-31 | $84k | 3.0k | 28.38 |
| 2021-12-31 | $67k | 2.6k | 25.56 |
| 2021-09-30 | $53k | 1.9k | 27.73 |
More positions owned by Rockefeller Capital Management
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