Litman Gregory Fds Tr shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 484k | 27.31 |
| 2025-06-30 | $12M | 461k | 25.73 |
| 2025-03-31 | $11M | 419k | 25.26 |
| 2024-12-31 | $11M | 417k | 26.16 |
| 2024-09-30 | $11M | 393k | 28.13 |
| 2024-06-30 | $11M | 374k | 30.06 |
| 2024-03-31 | $10M | 356k | 28.68 |
| 2023-12-31 | $6.9M | 268k | 25.76 |
| 2023-09-30 | $8.1M | 281k | 28.90 |
| 2023-06-30 | $7.0M | 253k | 27.63 |
| 2023-03-31 | $5.9M | 224k | 26.30 |
| 2022-12-31 | $5.9M | 203k | 29.11 |
| 2022-09-30 | $999 | 30 | 33.33 |