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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
64,115
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
63,699
shares
|
$1.81 Million
0.31% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
62,665
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
62,396
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
61,865
shares
|
$1.76 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
60,829
shares
|
$1.73 Million
0.85% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,221
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
59,587
shares
|
$1.69 Million
0.14% of portfolio
|
Q3 2025
Added 89.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
57,195
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
56,300
shares
|
$1.6 Million
0.91% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
54,153
shares
|
$1.54 Million
0.8% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
53,320
shares
|
$1.51 Million
0.51% of portfolio
|
Q2 2025
Added 86.81%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
52,383
shares
|
$1.49 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
48,641
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
47,217
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
45,872
shares
|
$1.3 Million
0.33% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
44,928
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Added 73.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
43,441
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.2 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
41,083
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,125
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 39.74%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
38,870
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
37,316
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,466
shares
|
$978,145
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|