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 43.3 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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
8,290
shares
|
$235,518
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,055
shares
|
$228,842
0.0% of portfolio
|
Q3 2025
Reduced 67.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$213,075
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
7,335
shares
|
$208,387
0.05% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
6,250
shares
|
$177,562
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
6,028
shares
|
$171,255
0.0% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$170,460
0.0% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,556
shares
|
$157,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,267
shares
|
$149,635
0.0% of portfolio
|
Q3 2025
Reduced 97.8%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,378
shares
|
$95,968
0.04% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,495
shares
|
$70,882
0.0% of portfolio
|
Q2 2025
Added 596.93%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2,290
shares
|
$65,058
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$62,956
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
2,020
shares
|
$57,388
0.03% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$30,711
0.0% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,053
shares
|
$29,915
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
938
shares
|
$26,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
739
shares
|
$20,994
0.0% of portfolio
|
Q3 2025
Reduced 55.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
729
shares
|
$20,710
0.0% of portfolio
|
Q3 2025
Reduced 72.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$19,091
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
569
shares
|
$16,165
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$14,744
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
493
shares
|
$14,006
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
441
shares
|
$12,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
428
shares
|
$12,159
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|