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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
13,027
shares
|
$370,097
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
12,780
shares
|
$363,079
0.21% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,580
shares
|
$357,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,299
shares
|
$349,414
0.01% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
12,057
shares
|
$342,539
0.01% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$337,738
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$337,738
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,870
shares
|
$337,226
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
11,415
shares
|
$324,300
0.05% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,288
shares
|
$320,692
0.07% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
11,056
shares
|
$314,100
0.04% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
10,583
shares
|
$300,663
0.02% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,449
shares
|
$296,856
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$296,856
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,444
shares
|
$296,714
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,375
shares
|
$294,753
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
10,189
shares
|
$289,469
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,115
shares
|
$287,367
0.01% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
10,036
shares
|
$285,122
0.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,536
shares
|
$270,917
0.01% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
9,426
shares
|
$267,792
0.01% of portfolio
|
Q3 2025
Reduced 33.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,977
shares
|
$255,036
0.01% of portfolio
|
Q3 2025
Added 29.54%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8,495
shares
|
$241,342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,470
shares
|
$240,632
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,365
shares
|
$237,649
0.02% of portfolio
|
Q3 2025
Reduced 43.13%
|
|