Litman Gregory Fds Tr shares owned by Trajan Wealth
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Trajan Wealth
from 13F filings
Historical chart of Trajan Wealth investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 20k | 27.31 |
| 2025-06-30 | $650k | 25k | 25.73 |
| 2025-03-31 | $756k | 30k | 25.26 |
| 2024-12-31 | $924k | 35k | 26.16 |
| 2024-09-30 | $1.1M | 38k | 28.13 |
| 2024-06-30 | $1.4M | 45k | 30.06 |