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 216 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
149,781
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
149,300
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
143,294
shares
|
$4.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
137,173
shares
|
$3.9 Million
2.67% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.86 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
133,827
shares
|
$3.8 Million
1.06% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
131,689
shares
|
$3.74 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
124,855
shares
|
$3.55 Million
1.63% of portfolio
|
Q3 2025
Added 183.43%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
121,477
shares
|
$3.45 Million
0.45% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
117,463
shares
|
$3.34 Million
1.65% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
115,726
shares
|
$3.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
113,140
shares
|
$3.21 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
112,463
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
106,616
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2025
Added 188.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
96,537
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 190.22%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
96,310
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
93,992
shares
|
$2.67 Million
2.56% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
92,990
shares
|
$2.64 Million
0.89% of portfolio
|
Q3 2025
Added 74.4%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
92,471
shares
|
$2.63 Million
0.39% of portfolio
|
Q2 2025
Added 131.66%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
83,371
shares
|
$2.37 Million
1.83% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
82,900
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
79,480
shares
|
$2.26 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
76,211
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
74,457
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
73,005
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Added 1.82%
|
|