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 207 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
266,136
shares
|
$6.85 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
259,877
shares
|
$6.69 Million
1.13% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
239,316
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.78%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
222,129
shares
|
$5.72 Million
3.23% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
217,648
shares
|
$5.6 Million
2.53% of portfolio
|
Q2 2025
Added 31171.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$5.44 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
205,764
shares
|
$5.3 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
|
$5.28 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
|
$5.24 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
200,450
shares
|
$5.16 Million
4.37% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
199,414
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Added 25.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
196,550
shares
|
$5.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
194,372
shares
|
$5.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.01%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
181,056
shares
|
$4.66 Million
3.28% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
179,591
shares
|
$4.62 Million
1.1% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
177,689
shares
|
$4.58 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
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 356.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
171,235
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
167,409
shares
|
$4.31 Million
0.04% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
156,034
shares
|
$4.02 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
|
$3.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
134,819
shares
|
$3.47 Million
2.95% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
133,968
shares
|
$3.45 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
131,305
shares
|
$3.38 Million
1.01% of portfolio
|
Q2 2025
Added 16.23%
|