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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,998
shares
|
$726,689
0.0% of portfolio
|
Q4 2024
Reduced 63.53%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
28,858
shares
|
$723,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
28,123
shares
|
$704,762
0.05% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
26,342
shares
|
$660,130
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$659,829
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
25,594
shares
|
$641,385
0.0% of portfolio
|
Q4 2024
Added 116.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
25,001
shares
|
$626,525
0.06% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
24,644
shares
|
$617,578
0.75% of portfolio
|
Q4 2024
Added 157.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
24,226
shares
|
$607,103
0.03% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$599,385
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
22,706
shares
|
$569,012
0.1% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,083
shares
|
$553,399
0.02% of portfolio
|
Q4 2024
Added 137918.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,989
shares
|
$551,044
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
21,433
shares
|
$537,110
0.29% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
21,020
shares
|
$526,761
0.08% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,754
shares
|
$520,095
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
20,683
shares
|
$518,315
0.0% of portfolio
|
Q4 2024
Added 32.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,440
shares
|
$512,226
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
20,278
shares
|
$508,166
0.38% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
19,331
shares
|
$484,434
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,264
shares
|
$482,755
0.03% of portfolio
|
Q3 2022
Reduced 79.44%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
19,124
shares
|
$479,247
0.02% of portfolio
|
Q4 2024
Reduced 63.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
18,855
shares
|
$472,506
0.01% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,588
shares
|
$465,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
18,516
shares
|
$464,010
0.02% of portfolio
|
Q4 2024
New holding
|