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 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,985
shares
|
$368,514
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
12,904
shares
|
$366,215
0.05% of portfolio
|
Q2 2025
Reduced 43.17%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
12,780
shares
|
$362,696
0.21% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$337,381
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$337,381
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,846
shares
|
$336,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
11,620
shares
|
$329,775
0.18% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
10,994
shares
|
$312,009
0.06% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,785
shares
|
$306,078
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
10,583
shares
|
$300,345
0.02% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,527
shares
|
$298,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$296,542
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,375
shares
|
$294,442
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,342
shares
|
$293,505
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
10,189
shares
|
$289,163
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,115
shares
|
$287,063
0.01% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,900
shares
|
$280,962
0.01% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
9,574
shares
|
$271,710
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,053
shares
|
$256,924
0.09% of portfolio
|
Q2 2025
Reduced 96.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,933
shares
|
$253,518
0.01% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
8,899
shares
|
$252,553
0.05% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,470
shares
|
$240,378
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,365
shares
|
$237,398
0.02% of portfolio
|
Q3 2025
Reduced 43.13%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
8,290
shares
|
$235,270
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
8,032
shares
|
$227,948
0.02% of portfolio
|
Q2 2025
New holding
|