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 188 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $698 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,028,633
shares
|
$53.7 Million
0.25% of portfolio
|
Q3 2024
Added 43.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,964,777
shares
|
$52 Million
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,684,500
shares
|
$44.6 Million
6.67% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,484,932
shares
|
$39.3 Million
3.37% of portfolio
|
Q4 2024
Added 50.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,330,779
shares
|
$35.2 Million
0.03% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$33.9 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,216,261
shares
|
$32.2 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,146,595
shares
|
$30.4 Million
0.0% of portfolio
|
Q3 2024
Added 72.78%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,063,256
shares
|
$28.1 Million
4.42% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
970,957
shares
|
$25.7 Million
3.69% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
634,210
shares
|
$16.8 Million
0.21% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
552,124
shares
|
$14.6 Million
4.68% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
506,268
shares
|
$13.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
463,237
shares
|
$12.3 Million
3.39% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
442,787
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
432,128
shares
|
$11.4 Million
2.6% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
417,169
shares
|
$11 Million
8.2% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
384,812
shares
|
$10.2 Million
3.93% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
368,610
shares
|
$9.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
321,786
shares
|
$8.52 Million
0.05% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
319,838
shares
|
$8.47 Million
1.96% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
312,986
shares
|
$8.28 Million
0.01% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
311,921
shares
|
$8.26 Million
5.71% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
311,066
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.27%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
299,312
shares
|
$7.92 Million
0.09% of portfolio
|
Q3 2024
Added 2.26%
|