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Litman Gregory Fds Tr shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $863k 31k 28.06
2025-09-30 $600k 22k 27.31
2025-06-30 $744k 29k 25.73

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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