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Litman Gregory Fds Tr shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by SWAN 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $34 1 34.00
2024-09-30 $851 30 28.37

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Top funds holding Litman Gregory Fds Tr

LPL Financial
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
Rockland Trust
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr