Institutional Ownership Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $914 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,907,416
shares
|
$126 Million
0.05% of portfolio
|
Q1 2025
Added 1580.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,779,372
shares
|
$71.3 Million
0.28% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,360,191
shares
|
$60.6 Million
0.0% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,973,666
shares
|
$50.7 Million
0.04% of portfolio
|
Q1 2025
Added 47.81%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,851,764
shares
|
$47.5 Million
5.79% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$32.9 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,203,999
shares
|
$30.9 Million
4.45% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,180,213
shares
|
$30.3 Million
2.56% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
1,087,845
shares
|
$27.9 Million
2.53% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
829,680
shares
|
$21.3 Million
0.01% of portfolio
|
Q1 2025
Added 166.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
696,741
shares
|
$17.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
670,739
shares
|
$17.2 Million
0.02% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
592,474
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
563,590
shares
|
$14.5 Million
4.57% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
494,835
shares
|
$12.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
472,305
shares
|
$12.1 Million
2.72% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
457,502
shares
|
$11.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
451,674
shares
|
$11.6 Million
2.29% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
429,412
shares
|
$11 Million
0.07% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
419,089
shares
|
$10.8 Million
8.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
398,859
shares
|
$10.2 Million
0.11% of portfolio
|
Q1 2025
Added 48.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
391,388
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
353,893
shares
|
$9.08 Million
2.47% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
345,912
shares
|
$8.88 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
322,537
shares
|
$8.28 Million
1.68% of portfolio
|
Q1 2025
Added 0.7%
|