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Litman Gregory Fds Tr shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $442k 15k 28.68
2023-12-31 $863k 34k 25.76
2023-09-30 $962k 33k 28.90
2023-06-30 $1.2M 45k 27.48
2023-03-31 $1.5M 57k 26.30
2022-12-31 $1.4M 49k 29.11

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View all positions for Trilogy Capital

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr