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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
18,434
shares
|
$461,956
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
17,606
shares
|
$441,206
0.12% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,600
shares
|
$441,056
0.19% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,527
shares
|
$439,226
0.03% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,222
shares
|
$431,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,191
shares
|
$430,806
0.01% of portfolio
|
Q4 2024
Reduced 45.14%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
17,163
shares
|
$430,104
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,132
shares
|
$429,327
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,511
shares
|
$413,765
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16,331
shares
|
$409,254
0.33% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
16,253
shares
|
$407,300
0.23% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
16,241
shares
|
$406,999
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
16,084
shares
|
$403,065
0.06% of portfolio
|
Q4 2024
Added 75.32%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
15,924
shares
|
$399,055
0.23% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,459
shares
|
$387,402
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,727
shares
|
$369,058
0.03% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
13,605
shares
|
$340,941
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
13,536
shares
|
$339,212
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,401
shares
|
$310,769
0.02% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$297,913
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$297,913
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
11,711
shares
|
$293,477
0.01% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$288,190
0.0% of portfolio
|
Q4 2024
Added 43.75%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,190
shares
|
$280,421
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,073
shares
|
$277,489
0.0% of portfolio
|
Q4 2024
Reduced 20.22%
|