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 217 institutions that hold shares in the stock, with a total of 43.4 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,695,191
shares
|
$219 Million
0.01% of portfolio
|
Q3 2025
Added 187.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,282,477
shares
|
$150 Million
0.05% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,969,299
shares
|
$55.9 Million
0.04% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
1,536,734
shares
|
$43.7 Million
2.78% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,367,786
shares
|
$38.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$36.4 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
1,155,798
shares
|
$32.8 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,123,011
shares
|
$31.9 Million
2.2% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
1,071,181
shares
|
$30.4 Million
3.56% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
967,384
shares
|
$27.5 Million
0.15% of portfolio
|
Q3 2025
Added 37.31%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
821,763
shares
|
$23.3 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
703,075
shares
|
$20 Million
0.04% of portfolio
|
Q3 2025
Added 107.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
664,443
shares
|
$18.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
651,561
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
610,122
shares
|
$17.3 Million
2.71% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
589,581
shares
|
$16.7 Million
4.14% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
574,888
shares
|
$16.3 Million
0.15% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
535,932
shares
|
$15.2 Million
1.97% of portfolio
|
Q3 2025
Added 29.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
526,375
shares
|
$15 Million
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
484,080
shares
|
$13.8 Million
8.14% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
475,948
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2025
Added 62.36%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
474,151
shares
|
$13.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
472,305
shares
|
$13.4 Million
2.59% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
432,719
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
420,468
shares
|
$11.9 Million
0.25% of portfolio
|
Q3 2025
Added 15.84%
|
|