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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,801
shares
|
$318,981
0.0% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,924
shares
|
$295,275
0.01% of portfolio
|
Q3 2024
Reduced 72.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10,449
shares
|
$282,436
0.02% of portfolio
|
Q3 2023
Added 107.44%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
9,600
shares
|
$259,488
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,595
shares
|
$259,352
0.0% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
9,579
shares
|
$258,920
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
9,174
shares
|
$247,973
0.09% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,349
shares
|
$225,673
0.01% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,075
shares
|
$218,267
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$216,240
0.0% of portfolio
|
Q3 2024
Added 101.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,937
shares
|
$214,537
0.0% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,878
shares
|
$212,942
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,638
shares
|
$206,455
0.01% of portfolio
|
Q3 2024
Reduced 39.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,500
shares
|
$202,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,500
shares
|
$202,725
0.04% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,455
shares
|
$201,508
0.0% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,410
shares
|
$200,292
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
7,114
shares
|
$192,291
0.03% of portfolio
|
Q3 2024
Reduced 74.18%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,823
shares
|
$157,395
0.06% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
3,948
shares
|
$106,714
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,967
shares
|
$80,198
0.06% of portfolio
|
Q3 2024
Reduced 60.6%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,315
shares
|
$62,574
0.01% of portfolio
|
Q4 2023
Added 3.26%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,216
shares
|
$59,898
0.15% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,009
shares
|
$54,303
0.0% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,892
shares
|
$51,140
0.0% of portfolio
|
Q1 2024
New holding
|