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 208 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $812 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%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,360,191
shares
|
$60.5 Million
0.0% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,973,666
shares
|
$50.6 Million
0.04% of portfolio
|
Q1 2025
Added 47.81%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$32.8 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,180,035
shares
|
$30.3 Million
4.08% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,166,894
shares
|
$29.9 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,084,995
shares
|
$27.8 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
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%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
704,535
shares
|
$18.1 Million
0.12% of portfolio
|
Q2 2025
Added 54.0%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
633,318
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
585,899
shares
|
$15 Million
4.23% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
498,815
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
475,069
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
474,820
shares
|
$12.2 Million
0.12% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
472,305
shares
|
$12.1 Million
2.62% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
460,951
shares
|
$11.8 Million
7.6% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
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%
|
|
|
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%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
362,965
shares
|
$9.31 Million
0.23% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
345,912
shares
|
$8.87 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
339,371
shares
|
$8.7 Million
2.87% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
293,140
shares
|
$7.52 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
273,855
shares
|
$7.02 Million
0.51% of portfolio
|
Q1 2025
New holding
|