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 207 institutions that hold shares in the stock, with a total of 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,754
shares
|
$534,415
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,582
shares
|
$529,986
0.0% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
20,387
shares
|
$524,965
0.01% of portfolio
|
Q2 2025
Added 46.69%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
19,545
shares
|
$503,283
0.24% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,264
shares
|
$496,048
0.03% of portfolio
|
Q3 2022
Reduced 79.44%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
18,949
shares
|
$487,936
0.02% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,927
shares
|
$487,370
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
18,891
shares
|
$486,443
0.04% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,786
shares
|
$483,739
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,673
shares
|
$480,829
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,588
shares
|
$478,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
18,342
shares
|
$472,306
0.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
17,684
shares
|
$455,363
0.25% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,600
shares
|
$453,200
0.19% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,424
shares
|
$448,668
0.0% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
16,874
shares
|
$434,505
0.06% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16,331
shares
|
$420,523
0.33% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
14,785
shares
|
$380,713
0.1% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14,709
shares
|
$378,756
0.04% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,258
shares
|
$367,143
0.02% of portfolio
|
Q2 2025
Reduced 31.73%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
14,128
shares
|
$363,796
0.11% of portfolio
|
Q2 2025
Added 57.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,392
shares
|
$344,844
0.01% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
13,107
shares
|
$337,505
0.03% of portfolio
|
Q2 2025
Reduced 37.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,985
shares
|
$334,363
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
12,904
shares
|
$332,278
0.05% of portfolio
|
Q2 2025
Reduced 43.17%
|