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Litman Gregory Fds Tr shares owned by Solstein Capital

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

Historical chart of Solstein Capital investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Solstein Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $956 35 27.31
2025-06-30 $901 35 25.74
2025-03-31 $883 35 25.26

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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