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 213 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $969 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
312,986
shares
|
$7.84 Million
0.01% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
311,921
shares
|
$7.82 Million
5.71% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
311,334
shares
|
$7.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
310,885
shares
|
$7.79 Million
2.8% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
305,355
shares
|
$7.65 Million
3.59% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
292,045
shares
|
$7.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
268,953
shares
|
$6.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
246,628
shares
|
$6.18 Million
0.16% of portfolio
|
Q4 2024
Added 3128.96%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
243,050
shares
|
$6.09 Million
3.13% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
240,755
shares
|
$6.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
229,079
shares
|
$5.74 Million
4.46% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
226,171
shares
|
$5.67 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
213,149
shares
|
$5.34 Million
5.12% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$5.29 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
205,981
shares
|
$5.16 Million
1.68% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,323
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
200,416
shares
|
$5.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
180,842
shares
|
$4.53 Million
0.06% of portfolio
|
Q4 2024
Added 1418.28%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
178,784
shares
|
$4.48 Million
0.45% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
172,893
shares
|
$4.33 Million
0.11% of portfolio
|
Q1 2025
Added 321.7%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
171,065
shares
|
$4.29 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
166,945
shares
|
$4.18 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
166,279
shares
|
$4.17 Million
0.01% of portfolio
|
Q4 2024
Added 264.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
157,212
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
155,936
shares
|
$3.91 Million
1.07% of portfolio
|
Q4 2024
Added 7.91%
|