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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$212,850
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,930
shares
|
$196,673
0.01% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$170,280
0.0% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,433
shares
|
$154,188
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,601
shares
|
$102,196
0.04% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,621
shares
|
$74,383
0.0% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,495
shares
|
$70,808
0.0% of portfolio
|
Q2 2025
Added 596.93%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2,290
shares
|
$64,990
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$62,890
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,686
shares
|
$47,848
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,655
shares
|
$46,968
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
|
$34,084
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,053
shares
|
$29,884
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
938
shares
|
$26,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
888
shares
|
$25,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$19,071
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
569
shares
|
$16,148
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$14,729
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
490
shares
|
$13,906
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
426
shares
|
$12,089
0.0% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
365
shares
|
$10,358
0.01% of portfolio
|
Q4 2024
Reduced 69.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
360
shares
|
$10,216
0.0% of portfolio
|
Q2 2025
Reduced 50.14%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
203
shares
|
$5,761
0.0% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
164
shares
|
$4,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
136
shares
|
$3,859
0.0% of portfolio
|
Q2 2025
Reduced 80.26%
|