DBMF — LITMAN GREGORY FDS TR

Ownership history in Tactive Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Tactive Advisors, 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
0.13% (2025 Q3)
Avg. % of fund
0.13%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 17,126 — — 0.13% $468K $26.22
% 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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