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 215 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
41,083
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
40,154
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
36,980
shares
|
$1.05 Million
1.07% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
34,120
shares
|
$969,349
0.41% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
34,018
shares
|
$966,451
0.0% of portfolio
|
Q4 2025
Added 14.66%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
33,764
shares
|
$959,235
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
33,150
shares
|
$941,791
0.05% of portfolio
|
Q3 2025
Added 207.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
32,523
shares
|
$923,978
0.02% of portfolio
|
Q3 2025
Added 59.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
32,004
shares
|
$909,233
0.07% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
31,736
shares
|
$901,619
0.01% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
30,963
shares
|
$879,658
0.02% of portfolio
|
Q4 2022
Added 23.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
30,687
shares
|
$871,817
0.05% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
30,402
shares
|
$863,720
0.01% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
30,030
shares
|
$853,152
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
30,030
shares
|
$853,152
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
29,712
shares
|
$844,117
0.77% of portfolio
|
Q4 2025
Added 21.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
29,696
shares
|
$843,663
0.04% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,056
shares
|
$797,070
0.0% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
27,531
shares
|
$782,155
0.02% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
27,384
shares
|
$777,979
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
27,177
shares
|
$772,098
0.28% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
26,330
shares
|
$748,035
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
26,102
shares
|
$741,557
0.08% of portfolio
|
Q3 2025
Added 54.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
23,918
shares
|
$679,510
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
23,660
shares
|
$672,180
0.03% of portfolio
|
Q3 2025
Reduced 1.6%
|
|