DBMF — LITMAN GREGORY FDS TR

Ownership history in Upper Left Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, 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
3.35% (2025 Q4)
Avg. % of fund
3.11%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 195,943 +8,344 +4.4% 3.35% $5.5M $28.06
2025 Q3 ADDED 187,599 +6,543 +3.6% 3.22% $5.1M $26.22
2025 Q2 ADDED 181,056 +29,174 +19.2% 3.11% $4.7M $24.58
2025 Q1 INITIATED 151,882 — — 2.75% $3.8M $23.97
% 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% 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% Live Oak Investment Partners 3Y 2.38%
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