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 216 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
374,691
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
362,404
shares
|
$10.3 Million
2.23% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
332,172
shares
|
$9.44 Million
2.44% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
328,690
shares
|
$9.34 Million
4.4% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
263,591
shares
|
$7.49 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
263,308
shares
|
$7.48 Million
1.12% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
261,791
shares
|
$7.44 Million
1.0% of portfolio
|
Q3 2025
Added 95.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
253,753
shares
|
$7.21 Million
0.02% of portfolio
|
Q3 2025
Added 279.59%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
247,483
shares
|
$7.03 Million
4.5% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
239,213
shares
|
$6.8 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
222,975
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
215,508
shares
|
$6.12 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
214,391
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
211,248
shares
|
$6 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
209,964
shares
|
$5.97 Million
1.31% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
208,938
shares
|
$5.94 Million
0.02% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
205,764
shares
|
$5.85 Million
0.61% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
203,323
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
200,450
shares
|
$5.69 Million
4.37% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
192,557
shares
|
$5.47 Million
1.13% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
187,599
shares
|
$5.33 Million
3.39% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
183,554
shares
|
$5.21 Million
0.04% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
181,533
shares
|
$5.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
179,200
shares
|
$5.09 Million
1.41% of portfolio
|
Q4 2025
Added 33.9%
|
|