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 |
|---|---|---|---|---|---|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
151,882
shares
|
$3.81 Million
2.88% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
150,670
shares
|
$3.78 Million
3.6% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
143,433
shares
|
$3.59 Million
0.04% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
142,711
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
135,800
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
128,758
shares
|
$3.23 Million
2.65% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
125,654
shares
|
$3.15 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
121,432
shares
|
$3.04 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
119,461
shares
|
$2.99 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
112,972
shares
|
$2.83 Million
0.58% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
111,609
shares
|
$2.8 Million
2.4% of portfolio
|
Q4 2024
Added 710.58%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
92,427
shares
|
$2.32 Million
2.64% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
90,990
shares
|
$2.28 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
90,933
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
88,890
shares
|
$2.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
83,173
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
82,765
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
76,852
shares
|
$1.93 Million
0.56% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
76,635
shares
|
$1.92 Million
0.59% of portfolio
|
Q4 2024
Added 70.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
76,548
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
75,135
shares
|
$1.88 Million
1.06% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
73,393
shares
|
$1.84 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
69,887
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
67,692
shares
|
$1.7 Million
1.02% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.69 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|