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Litman Gregory Fds Tr shares owned by XY Planning Network

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by XY Planning Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 11k 30.21

More positions owned by XY Planning Network

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Resources Investment Advisors
Rockland Trust
Envestnet Asset Management

View all funds holding Litman Gregory Fds Tr