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 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
59,255
shares
|
$1.48 Million
0.58% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
57,953
shares
|
$1.45 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
57,000
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
53,232
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 111.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
49,487
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
49,021
shares
|
$1.23 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
46,707
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
45,475
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 31.2%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
45,192
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2024
Added 76.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
45,176
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
44,117
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
43,319
shares
|
$1.09 Million
0.61% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
41,628
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2025
Added 40.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
37,154
shares
|
$931,079
0.0% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
36,184
shares
|
$906,771
1.07% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
35,308
shares
|
$884,818
0.05% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
35,169
shares
|
$881,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
34,116
shares
|
$854,946
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,662
shares
|
$843,569
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
33,287
shares
|
$834,172
0.06% of portfolio
|
Q4 2024
Added 56.84%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
31,762
shares
|
$795,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$775,932
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,775
shares
|
$746,161
0.0% of portfolio
|
Q4 2024
Added 210.32%
|