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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
23,428
shares
|
$665,589
0.0% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
21,958
shares
|
$623,826
0.04% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
21,483
shares
|
$610,332
0.0% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
21,259
shares
|
$603,968
0.0% of portfolio
|
Q3 2025
Reduced 45.66%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
21,104
shares
|
$599,564
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,754
shares
|
$589,621
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
20,487
shares
|
$582,035
0.06% of portfolio
|
Q3 2025
Added 155.07%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
20,195
shares
|
$573,739
0.02% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
19,842
shares
|
$563,711
0.02% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
19,646
shares
|
$558,142
0.25% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,264
shares
|
$547,290
0.03% of portfolio
|
Q3 2022
Reduced 79.44%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
18,903
shares
|
$537,034
0.26% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,786
shares
|
$533,710
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,588
shares
|
$528,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,151
shares
|
$515,669
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,600
shares
|
$500,016
0.19% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,429
shares
|
$495,157
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
17,046
shares
|
$484,276
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16,331
shares
|
$463,963
0.33% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,635
shares
|
$415,780
0.01% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,624
shares
|
$415,467
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,321
shares
|
$406,859
0.0% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
14,131
shares
|
$401,461
0.09% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
13,238
shares
|
$376,091
0.0% of portfolio
|
Q3 2025
Added 1390.77%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
13,027
shares
|
$370,097
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|