Litman Gregory Fds Tr shares owned by Worth Asset Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 8.3k | 27.31 |
| 2024-06-30 | $653k | 22k | 30.07 |
| 2024-03-31 | $489k | 17k | 28.67 |
| 2023-09-30 | $1.4M | 49k | 28.90 |
| 2023-06-30 | $1.7k | 60 | 27.63 |
| 2023-03-31 | $5.7k | 215 | 26.30 |
| 2022-12-31 | $33k | 1.1k | 29.11 |
| 2022-09-30 | $2.6M | 77k | 34.11 |