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 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| 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
|
$151 Million
0.01% of portfolio
|
Q4 2024
Added 1437.98%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,466,570
shares
|
$65.9 Million
0.27% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,002,971
shares
|
$53.5 Million
0.0% of portfolio
|
Q4 2024
Added 74.69%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
1,857,242
shares
|
$49.6 Million
5.97% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,484,932
shares
|
$39.6 Million
3.37% of portfolio
|
Q4 2024
Added 50.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,335,306
shares
|
$35.7 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
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Added 2732.64%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,315,292
shares
|
$35.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$34.2 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,216,261
shares
|
$32.5 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,063,256
shares
|
$28.4 Million
4.42% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
970,957
shares
|
$25.9 Million
3.69% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
727,030
shares
|
$19.4 Million
0.23% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
680,216
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
567,703
shares
|
$15.2 Million
0.02% of portfolio
|
Q4 2024
Added 145.94%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
552,124
shares
|
$14.7 Million
4.68% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
506,268
shares
|
$13.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
463,237
shares
|
$12.4 Million
3.39% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
442,787
shares
|
$11.8 Million
0.09% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
432,128
shares
|
$11.5 Million
2.6% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
417,169
shares
|
$11.1 Million
8.2% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
377,344
shares
|
$10.1 Million
2.09% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
321,786
shares
|
$8.59 Million
0.05% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
320,309
shares
|
$8.55 Million
1.74% of portfolio
|
Q4 2024
Added 912.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
312,986
shares
|
$8.36 Million
0.01% of portfolio
|
Q4 2024
Added 13.92%
|