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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
128,816
shares
|
$3.31 Million
1.23% of portfolio
|
Q1 2025
Reduced 57.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
125,313
shares
|
$3.22 Million
0.15% of portfolio
|
Q1 2025
Added 50.67%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
120,916
shares
|
$3.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
120,137
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.57%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
119,334
shares
|
$3.06 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
116,267
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
115,766
shares
|
$2.97 Million
2.38% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
112,972
shares
|
$2.9 Million
0.58% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
100,390
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
92,427
shares
|
$2.37 Million
2.64% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
88,890
shares
|
$2.28 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
86,255
shares
|
$2.21 Million
1.95% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
83,639
shares
|
$2.15 Million
1.62% of portfolio
|
Q1 2025
Added 44.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
82,765
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
79,103
shares
|
$2.03 Million
0.76% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
76,007
shares
|
$1.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
75,382
shares
|
$1.94 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
69,887
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
68,639
shares
|
$1.76 Million
1.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
67,802
shares
|
$1.74 Million
0.96% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.73 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
66,797
shares
|
$1.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,851
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
58,876
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 662.25%
|