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Litman Gregory Fds Tr shares owned by Toroso Investments

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

Historical chart of Toroso Investments investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Toroso Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 703k 27.31
2025-06-30 $8.7M 339k 25.73
2025-03-31 $3.6M 141k 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