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
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Litman Gregory Fds Tr by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |