Litman Gregory Fds Tr shares owned by Stifel Financial
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Litman Gregory Fds Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 44k | 27.31 |
| 2025-06-30 | $1.5M | 60k | 25.73 |
| 2025-03-31 | $1.1M | 45k | 25.26 |
| 2024-12-31 | $1.2M | 45k | 26.16 |
| 2024-09-30 | $958k | 34k | 28.13 |
| 2024-06-30 | $913k | 30k | 30.06 |
| 2024-03-31 | $830k | 29k | 28.68 |
| 2023-12-31 | $694k | 27k | 25.76 |
| 2023-09-30 | $758k | 26k | 28.90 |
| 2023-06-30 | $708k | 26k | 27.63 |
| 2023-03-31 | $544k | 21k | 26.30 |