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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
72,357
shares
|
$2.06 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
70,114
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
68,099
shares
|
$1.93 Million
0.32% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.92 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
65,282
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.12%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
63,639
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
63,376
shares
|
$1.8 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
62,665
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
61,865
shares
|
$1.76 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
60,829
shares
|
$1.73 Million
0.85% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
59,587
shares
|
$1.69 Million
0.14% of portfolio
|
Q3 2025
Added 89.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
57,251
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
56,300
shares
|
$1.6 Million
0.91% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
54,153
shares
|
$1.54 Million
0.8% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
53,382
shares
|
$1.52 Million
0.55% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
49,865
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
48,153
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
45,464
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,575
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
42,394
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.2 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
42,129
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 69.53%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
41,083
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
40,154
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.45%
|
|