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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,754
shares
|
$560,980
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,691
shares
|
$559,277
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
19,935
shares
|
$538,843
0.11% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
19,529
shares
|
$527,868
0.05% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,264
shares
|
$520,705
0.03% of portfolio
|
Q3 2022
Reduced 79.44%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,172
shares
|
$518,219
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,588
shares
|
$502,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,727
shares
|
$479,160
0.03% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,600
shares
|
$475,728
0.19% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
17,326
shares
|
$468,321
0.01% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16,331
shares
|
$441,426
0.33% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
15,631
shares
|
$422,505
0.0% of portfolio
|
Q3 2024
Added 56.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,365
shares
|
$415,315
0.0% of portfolio
|
Q3 2024
Added 79.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
14,530
shares
|
$392,745
0.02% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
14,230
shares
|
$384,636
0.12% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
13,972
shares
|
$377,663
0.23% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,879
shares
|
$375,149
0.0% of portfolio
|
Q3 2024
Reduced 60.29%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
13,782
shares
|
$372,527
0.02% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
13,769
shares
|
$372,176
0.35% of portfolio
|
Q3 2024
Added 778.69%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
13,087
shares
|
$353,741
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,906
shares
|
$348,849
0.02% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,134
shares
|
$327,982
0.0% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,911
shares
|
$321,954
0.0% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,888
shares
|
$321,332
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,888
shares
|
$321,332
0.07% of portfolio
|
Q4 2022
New holding
|