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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
79,508
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
79,434
shares
|
$2.15 Million
1.18% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
71,476
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
67,438
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2023
Added 3.18%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
65,173
shares
|
$1.76 Million
1.08% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
61,794
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
54,673
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
52,486
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
51,817
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.93%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
51,302
shares
|
$1.39 Million
0.75% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
50,979
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
47,665
shares
|
$1.29 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
46,596
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 878.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
45,659
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.23 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
44,856
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
44,795
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
44,051
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
42,977
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38,098
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
37,937
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
34,660
shares
|
$936,859
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
34,236
shares
|
$925,399
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,056
shares
|
$920,533
0.0% of portfolio
|
Q3 2024
Added 12.08%
|