Litman Gregory Fds Tr shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 30k | 27.31 |
| 2025-06-30 | $1.1M | 43k | 25.73 |
| 2025-03-31 | $1.3M | 51k | 25.26 |
| 2024-12-31 | $1.3M | 50k | 26.16 |
| 2024-09-30 | $1.2M | 44k | 28.13 |
| 2024-06-30 | $1.2M | 40k | 30.06 |
| 2024-03-31 | $809k | 28k | 28.68 |
| 2023-12-31 | $608k | 24k | 25.76 |
| 2023-09-30 | $642k | 22k | 28.90 |
| 2023-06-30 | $418k | 15k | 27.63 |
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