Litman Gregory Fds Tr shares owned by ValMark Advisers
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 474k | 27.31 |
| 2025-06-30 | $12M | 475k | 25.73 |
| 2025-03-31 | $13M | 495k | 25.26 |
| 2024-12-31 | $13M | 506k | 26.16 |
| 2024-09-30 | $16M | 557k | 28.13 |
| 2024-06-30 | $18M | 600k | 30.06 |
| 2024-03-31 | $23M | 810k | 28.68 |
| 2023-12-31 | $20M | 778k | 25.76 |
| 2023-09-30 | $22M | 757k | 28.90 |
| 2023-06-30 | $20M | 736k | 27.63 |
| 2023-03-31 | $21M | 801k | 26.30 |
| 2022-12-31 | $22M | 756k | 29.11 |
| 2022-09-30 | $25M | 732k | 33.94 |
| 2022-06-30 | $23M | 701k | 32.40 |
| 2022-03-31 | $19M | 668k | 28.59 |
| 2021-12-31 | $16M | 628k | 25.80 |
| 2021-09-30 | $17M | 601k | 27.91 |