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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
129,462
shares
|
$3.33 Million
0.14% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
116,648
shares
|
$3 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
115,778
shares
|
$2.98 Million
2.37% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
115,102
shares
|
$2.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
113,140
shares
|
$2.91 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
107,476
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
100,390
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
97,613
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Added 334.24%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
94,873
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
92,434
shares
|
$2.38 Million
2.51% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
90,668
shares
|
$2.33 Million
1.61% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
88,890
shares
|
$2.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
88,500
shares
|
$2.28 Million
0.74% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
78,643
shares
|
$2.03 Million
1.33% of portfolio
|
Q2 2025
Added 158.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
76,306
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
75,884
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 35.22%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
75,079
shares
|
$1.93 Million
1.59% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
72,782
shares
|
$1.87 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
71,699
shares
|
$1.85 Million
0.97% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
71,213
shares
|
$1.83 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
69,008
shares
|
$1.78 Million
0.91% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.74 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
66,857
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
66,849
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
65,772
shares
|
$1.69 Million
0.64% of portfolio
|
Q2 2025
Reduced 48.94%
|