DBMF — LITMAN GREGORY FDS TR

Ownership history in Fairman Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Fairman Group, LLC reported a position in LITMAN GREGORY FDS TR (DBMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.4% (2024 Q4)
Avg. % of fund
1.14%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 89,205 +5,834 +7.0% 2.00% $2.5M $28.06
2025 Q3 ADDED 83,371 +8,292 +11.0% 1.83% $2.3M $26.22
2025 Q2 REDUCED 75,079 -11,176 -13.0% 1.59% $1.9M $24.58
2025 Q1 REDUCED 86,255 -25,354 -22.7% 1.95% $2.1M $23.97
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DBMF price (monthly, adj. close)

Other funds also holding DBMF

As of 2025 Q4 — sorted by position size

Innova Wealth Partners 3Y 6.07% FMA Wealth Management, LLC 4.5% Goldstein Advisors, LLC 3Y 3.36% Upper Left Wealth Management, LLC 3Y 3.35% Fortitude Family Office, LLC 2.93% Beacon Harbor Wealth Advisors, Inc. 3Y 2.72% Longview Financial Advisors, Inc. 2.67% Parcion Private Wealth LLC 3Y 2.66% Austin Wealth Management, LLC 2.66% ALM First Financial Advisors, LLC 3Y 2.62%
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