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Litman Gregory Fds Tr shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 111k 25.26
2025-06-30 $2.7M 103k 25.73
2025-03-31 $2.8M 111k 25.26
2024-12-31 $3.6M 136k 26.44
2024-09-30 $3.1M 113k 27.25

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View all positions for Sanctuary Advisors

Top funds holding Litman Gregory Fds Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr