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 209 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,621
shares
|
$67,490
0.0% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,290
shares
|
$58,967
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$57,062
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,944
shares
|
$50,058
0.0% of portfolio
|
Q1 2025
Reduced 76.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,692
shares
|
$43,569
0.02% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,201
shares
|
$30,925
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,053
shares
|
$27,114
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
722
shares
|
$18,591
0.0% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
689
shares
|
$17,741
0.02% of portfolio
|
Q2 2024
Added 15.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$17,304
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
569
shares
|
$14,651
0.02% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$13,364
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
498
shares
|
$12,823
0.0% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
487
shares
|
$12,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
428
shares
|
$11,021
0.0% of portfolio
|
Q1 2025
Added 38.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
388
shares
|
$9,991
0.0% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
365
shares
|
$9,398
0.01% of portfolio
|
Q4 2024
Reduced 69.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
358
shares
|
$9,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
253
shares
|
$6,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
203
shares
|
$5,227
0.0% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
107
shares
|
$2,755
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
100
shares
|
$2,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
92
shares
|
$2,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
82
shares
|
$2,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
64
shares
|
$1,648
0.0% of portfolio
|
Q3 2024
New holding
|