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 |
|---|---|---|---|---|---|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
31,629
shares
|
$854,931
0.2% of portfolio
|
Q3 2024
Added 68.86%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,334
shares
|
$846,958
0.02% of portfolio
|
Q2 2024
Added 16.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$836,929
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
30,023
shares
|
$811,521
0.0% of portfolio
|
Q3 2024
Added 51.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,910
shares
|
$781,437
0.04% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
28,431
shares
|
$768,489
0.27% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
27,416
shares
|
$741,054
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
27,416
shares
|
$741,054
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
26,481
shares
|
$715,781
0.83% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$711,699
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
26,299
shares
|
$710,861
0.12% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
25,601
shares
|
$691,995
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
25,225
shares
|
$681,831
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
25,188
shares
|
$680,831
0.02% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
25,049
shares
|
$677,074
0.31% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
25,001
shares
|
$675,777
0.08% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$646,503
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
23,492
shares
|
$634,988
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
23,027
shares
|
$622,419
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
22,701
shares
|
$613,608
0.01% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
22,163
shares
|
$599,065
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
21,871
shares
|
$591,173
0.83% of portfolio
|
Q3 2023
Reduced 6.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
21,709
shares
|
$586,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,223
shares
|
$573,657
0.04% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
20,946
shares
|
$566,170
0.02% of portfolio
|
Q3 2024
Reduced 29.53%
|