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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,601
shares
|
$92,725
0.04% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,621
shares
|
$67,490
0.0% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,495
shares
|
$64,246
0.0% of portfolio
|
Q2 2025
Added 596.93%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,290
shares
|
$58,967
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$57,062
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,686
shares
|
$43,414
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,655
shares
|
$42,616
0.0% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,201
shares
|
$30,925
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,053
shares
|
$27,114
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
888
shares
|
$22,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
689
shares
|
$17,741
0.02% of portfolio
|
Q2 2024
Added 15.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$17,304
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
569
shares
|
$14,651
0.02% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$13,364
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
492
shares
|
$12,669
0.01% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
490
shares
|
$12,617
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
426
shares
|
$10,969
0.0% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
365
shares
|
$9,398
0.01% of portfolio
|
Q4 2024
Reduced 69.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
360
shares
|
$9,270
0.0% of portfolio
|
Q2 2025
Reduced 50.14%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
203
shares
|
$5,227
0.0% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
164
shares
|
$4,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
108
shares
|
$2,781
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
100
shares
|
$2,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
92
shares
|
$2,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
64
shares
|
$1,648
0.0% of portfolio
|
Q3 2024
New holding
|