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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
11,901
shares
|
$305,498
0.07% of portfolio
|
Q1 2025
Reduced 73.67%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$305,164
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$305,164
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
11,620
shares
|
$298,285
0.2% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,617
shares
|
$298,208
0.0% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,870
shares
|
$279,032
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
10,854
shares
|
$278,622
0.06% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
10,539
shares
|
$270,536
0.09% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$268,225
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
10,189
shares
|
$261,551
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,944
shares
|
$255,262
0.0% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,847
shares
|
$252,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
9,809
shares
|
$251,797
0.02% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
8,979
shares
|
$230,490
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
8,862
shares
|
$227,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,854
shares
|
$227,282
0.0% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
8,541
shares
|
$219,247
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,417
shares
|
$216,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
8,400
shares
|
$215,628
0.05% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,358
shares
|
$214,549
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,235
shares
|
$211,392
0.01% of portfolio
|
Q1 2025
Added 2027.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,213
shares
|
$210,827
0.0% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$192,525
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,470
shares
|
$191,754
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
3,955
shares
|
$101,524
0.05% of portfolio
|
Q1 2025
Reduced 40.58%
|