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 175 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $665 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,028,633
shares
|
$54.8 Million
0.25% of portfolio
|
Q3 2024
Added 43.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,964,777
shares
|
$53.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,684,500
shares
|
$45.5 Million
6.67% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,330,779
shares
|
$36 Million
0.03% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,280,435
shares
|
$34.6 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,146,595
shares
|
$31 Million
0.0% of portfolio
|
Q3 2024
Added 72.78%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,037,861
shares
|
$28.1 Million
4.44% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
1,037,835
shares
|
$28.1 Million
4.87% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
986,087
shares
|
$26.7 Million
2.33% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
664,714
shares
|
$18 Million
6.24% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
634,210
shares
|
$17.1 Million
0.21% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
556,877
shares
|
$15.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
440,137
shares
|
$11.9 Million
3.42% of portfolio
|
Q3 2024
Reduced 22.08%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
384,812
shares
|
$10.4 Million
3.93% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
368,610
shares
|
$9.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
367,064
shares
|
$9.92 Million
2.51% of portfolio
|
Q3 2024
Added 35.95%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
364,196
shares
|
$9.84 Million
0.09% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
319,838
shares
|
$8.65 Million
1.96% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
311,066
shares
|
$8.41 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
|
$8.09 Million
0.09% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
274,731
shares
|
$7.43 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
256,002
shares
|
$6.92 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,077
shares
|
$6.71 Million
0.02% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
230,834
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
230,208
shares
|
$6.22 Million
0.04% of portfolio
|
Q3 2024
Added 126.59%
|