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Litman Gregory Fds Tr shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 40k 28.06
2025-09-30 $1.1M 40k 27.31
2025-06-30 $1.3M 49k 25.73
2025-03-31 $976k 39k 25.26
2024-12-31 $881k 34k 26.16

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Resources Investment Advisors
Austin Wealth Management
Envestnet Asset Management
Rockland Trust

View all funds holding Litman Gregory Fds Tr