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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,528
shares
|
$41,301
0.0% of portfolio
|
Q3 2024
Added 80.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,500
shares
|
$40,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,201
shares
|
$32,463
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,191
shares
|
$32,192
0.01% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,053
shares
|
$28,462
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,039
shares
|
$28,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
740
shares
|
$20,002
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
689
shares
|
$18,623
0.02% of portfolio
|
Q2 2024
Added 15.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
680
shares
|
$18,380
0.0% of portfolio
|
Q3 2024
Reduced 76.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
672
shares
|
$18,164
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
519
shares
|
$14,028
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
383
shares
|
$10,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
376
shares
|
$10,163
0.0% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
348
shares
|
$9,406
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
230
shares
|
$6,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
227
shares
|
$6,135
0.0% of portfolio
|
Q3 2024
Reduced 55.58%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
203
shares
|
$5,487
0.0% of portfolio
|
Q4 2022
Added 3.57%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
103
shares
|
$2,784
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
64
shares
|
$1,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
58
shares
|
$1,567
0.0% of portfolio
|
Q3 2024
Added 65.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
50
shares
|
$1,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
30
shares
|
$810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
30
shares
|
$810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
26
shares
|
$702
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16
shares
|
$432
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|