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 211 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
328,690
shares
|
$9.33 Million
4.4% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
293,140
shares
|
$8.32 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
266,136
shares
|
$7.55 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
259,877
shares
|
$7.38 Million
1.13% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
239,316
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.78%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
239,213
shares
|
$6.79 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
215,508
shares
|
$6.12 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$6 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
205,764
shares
|
$5.84 Million
0.54% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
204,996
shares
|
$5.82 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,323
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
200,450
shares
|
$5.69 Million
4.37% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
199,414
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
Added 25.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
196,550
shares
|
$5.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
187,599
shares
|
$5.32 Million
3.39% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
181,533
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
179,591
shares
|
$5.1 Million
1.1% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
177,689
shares
|
$5.04 Million
3.84% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
176,400
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 356.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
171,614
shares
|
$4.87 Million
0.04% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
171,235
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
161,695
shares
|
$4.59 Million
0.17% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
160,870
shares
|
$4.57 Million
0.07% of portfolio
|
Q3 2025
Added 49.68%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
156,034
shares
|
$4.43 Million
0.29% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
149,300
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|