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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$55,532
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,892
shares
|
$47,413
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,877
shares
|
$47,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,501
shares
|
$37,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,201
shares
|
$30,097
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$26,388
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$26,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
930
shares
|
$23,305
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
696
shares
|
$17,441
0.01% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
689
shares
|
$17,266
0.02% of portfolio
|
Q2 2024
Added 15.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$16,840
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
565
shares
|
$14,158
0.0% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$13,006
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
512
shares
|
$12,830
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
500
shares
|
$12,530
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
498
shares
|
$12,479
0.0% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
387
shares
|
$9,698
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
365
shares
|
$9,146
0.01% of portfolio
|
Q4 2024
Reduced 69.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
358
shares
|
$8,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
348
shares
|
$8,720
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
308
shares
|
$7,718
0.0% of portfolio
|
Q4 2024
Added 33.91%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$7,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
226
shares
|
$5,663
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
217
shares
|
$5,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
203
shares
|
$5,087
0.0% of portfolio
|
Q4 2022
Added 3.57%
|