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 206 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $830 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,156,988
shares
|
$133 Million
0.05% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,360,191
shares
|
$60.8 Million
0.0% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,896,185
shares
|
$48.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$33 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,180,035
shares
|
$30.4 Million
4.08% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,166,894
shares
|
$30 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,084,995
shares
|
$27.9 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
829,680
shares
|
$21.4 Million
0.01% of portfolio
|
Q1 2025
Added 166.49%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
704,535
shares
|
$18.1 Million
0.12% of portfolio
|
Q2 2025
Added 54.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
689,223
shares
|
$17.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
633,318
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
585,899
shares
|
$15.1 Million
4.23% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
559,759
shares
|
$14.4 Million
2.55% of portfolio
|
Q2 2025
Added 23.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
498,815
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
475,069
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
474,820
shares
|
$12.2 Million
0.12% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
472,305
shares
|
$12.2 Million
2.62% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
460,951
shares
|
$11.9 Million
7.6% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
414,567
shares
|
$10.7 Million
1.57% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
400,560
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
385,626
shares
|
$9.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
362,965
shares
|
$9.35 Million
0.23% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
339,371
shares
|
$8.74 Million
2.87% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
339,077
shares
|
$8.73 Million
0.07% of portfolio
|
Q2 2025
Added 140.72%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
293,140
shares
|
$7.55 Million
0.37% of portfolio
|
Q2 2025
New holding
|