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Litman Gregory Fds Tr shares owned by West Michigan Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by West Michigan Advisors from 13F filings

Historical chart of West Michigan Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by West Michigan Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by West Michigan Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 7.3k 27.45
2025-06-30 $366k 14k 25.90
2025-03-31 $227k 9.0k 25.26
2024-09-30 $800k 28k 28.13
2024-06-30 $834k 28k 30.06

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr