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 208 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $929 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,669,140
shares
|
$143 Million
0.01% of portfolio
|
Q4 2024
Added 1437.98%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,779,372
shares
|
$70.2 Million
0.28% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,002,971
shares
|
$50.6 Million
0.0% of portfolio
|
Q4 2024
Added 74.69%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,851,764
shares
|
$46.8 Million
5.79% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,335,306
shares
|
$33.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,319,898
shares
|
$33.3 Million
0.01% of portfolio
|
Q4 2024
Added 2732.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$32.3 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,203,999
shares
|
$30.4 Million
4.45% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,180,213
shares
|
$29.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,063,256
shares
|
$26.9 Million
4.42% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
696,741
shares
|
$17.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
680,216
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
592,474
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
567,703
shares
|
$14.3 Million
0.02% of portfolio
|
Q4 2024
Added 145.94%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
552,124
shares
|
$13.9 Million
4.68% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
494,835
shares
|
$12.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
472,305
shares
|
$11.9 Million
2.72% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
451,674
shares
|
$11.4 Million
2.29% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
442,787
shares
|
$11.2 Million
0.09% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
419,089
shares
|
$10.6 Million
8.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
353,893
shares
|
$8.94 Million
2.47% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
345,912
shares
|
$8.74 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
322,537
shares
|
$8.15 Million
1.68% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
321,786
shares
|
$8.13 Million
0.05% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
317,068
shares
|
$8.01 Million
0.01% of portfolio
|
Q1 2025
Added 1.3%
|