Tmd Wealth Management, LLC / DBMF
Tmd Wealth Management, LLC’s Litman Gregory Fds Tr Position
Does Tmd Wealth Management, LLC own Litman Gregory Fds Tr (DBMF)? Not currently — the last reported position was 253.3K shares worth $7M in Q2 2023; the fund’s latest 13F (Q2 2024) no longer reports it.
Position Value
$7M
Q2 2023
Shares
253.3K
% of Portfolio
+1.82%
Quarters Held
3
position exited
Position History DBMF
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of DBMF.