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Litman Gregory Fds Tr shares owned by Smart Portfolios

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

Historical chart of Smart Portfolios investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Smart Portfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 37k 27.31
2025-06-30 $806k 31k 25.73
2025-03-31 $629k 25k 25.26
2024-12-31 $645k 25k 26.16
2024-09-30 $270k 9.6k 28.13

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
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

View all funds holding Litman Gregory Fds Tr