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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
20,835
shares
|
$534,834
0.0% of portfolio
|
Q1 2025
Added 467.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,754
shares
|
$532,755
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,582
shares
|
$528,339
0.0% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,450
shares
|
$524,951
0.0% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
19,541
shares
|
$501,617
0.01% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,264
shares
|
$494,506
0.03% of portfolio
|
Q3 2022
Reduced 79.44%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,226
shares
|
$493,531
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,786
shares
|
$482,236
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,588
shares
|
$477,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,349
shares
|
$471,018
0.02% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,719
shares
|
$454,846
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
17,606
shares
|
$451,946
0.12% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,600
shares
|
$451,792
0.19% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
16,760
shares
|
$430,229
0.26% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,511
shares
|
$423,837
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16,331
shares
|
$419,216
0.33% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
15,055
shares
|
$386,461
0.34% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
14,222
shares
|
$365,078
0.22% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,194
shares
|
$364,359
0.04% of portfolio
|
Q1 2025
Added 478.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,898
shares
|
$356,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
13,817
shares
|
$354,682
0.1% of portfolio
|
Q1 2025
Added 79.82%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
13,605
shares
|
$349,240
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,902
shares
|
$331,194
0.01% of portfolio
|
Q1 2025
Reduced 41.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,814
shares
|
$328,935
0.01% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,204
shares
|
$313,276
0.01% of portfolio
|
Q1 2025
Reduced 29.14%
|