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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,629
shares
|
$325,196
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
12,465
shares
|
$320,973
0.2% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$306,116
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$306,116
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,846
shares
|
$305,034
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
11,620
shares
|
$299,215
0.18% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
10,994
shares
|
$283,095
0.06% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,527
shares
|
$271,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$269,061
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,342
shares
|
$266,306
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,321
shares
|
$265,765
0.01% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
10,189
shares
|
$262,366
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,900
shares
|
$254,925
0.01% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
9,574
shares
|
$246,530
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,440
shares
|
$243,080
0.01% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,053
shares
|
$233,114
0.09% of portfolio
|
Q2 2025
Reduced 96.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,933
shares
|
$230,024
0.01% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
8,899
shares
|
$229,149
0.05% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,873
shares
|
$228,479
0.02% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,351
shares
|
$215,038
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
8,032
shares
|
$206,824
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$193,125
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,930
shares
|
$178,447
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$154,500
0.0% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,433
shares
|
$139,899
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|