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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,995
shares
|
$275,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,870
shares
|
$272,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,503
shares
|
$263,205
0.0% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$261,851
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
10,318
shares
|
$258,569
0.18% of portfolio
|
Q4 2024
Added 247.76%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
10,189
shares
|
$255,336
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$250,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,847
shares
|
$246,765
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
9,600
shares
|
$240,576
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
9,451
shares
|
$236,842
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,750
shares
|
$219,275
0.01% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,515
shares
|
$213,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,417
shares
|
$210,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,358
shares
|
$209,451
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,289
shares
|
$207,722
0.01% of portfolio
|
Q4 2024
Reduced 66.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,972
shares
|
$199,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,852
shares
|
$196,771
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,724
shares
|
$193,563
0.0% of portfolio
|
Q4 2024
Reduced 84.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,684
shares
|
$192,561
0.03% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$187,950
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
6,656
shares
|
$166,799
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,674
shares
|
$92,070
0.0% of portfolio
|
Q4 2024
Added 140.45%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$64,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,454
shares
|
$61,497
0.01% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,409
shares
|
$60,369
0.01% of portfolio
|
Q4 2024
New holding
|