LITMAN GREGORY FUNDS TRUST - DBMF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.616B

QoQ value delta ($000)

+$498.4M (+44.61%)

Implied price effect (QoQ)

+2.7%

Total shares

57,545,283

QoQ shares delta

+16,677,795 (+40.81%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	220,133	7,845,100	0.01%
JPMORGAN CHASE & CO	206,927	7,374,483	0.01%
LPL Financial LLC	158,192	5,637,634	0.04%
TIAA TRUST, NATIONAL ASSOCIATION	87,820	3,121,070	0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	60,824	2,167,671	0.04%
Tidal Investments LLC	45,464	1,620,248	0.11%
Parcion Private Wealth LLC	43,679	1,556,637	2.66%
RAYMOND JAMES FINANCIAL INC	40,887	1,457,155	0.01%
Cardinal Point Capital Management ULC	32,679	1,164,616	2.14%
Litman Gregory Wealth Management LLC	31,259	1,114,037	2.29%
Goldstein Advisors, LLC	29,478	1,050,555	3.36%
Savant Capital, LLC	27,102	965,864	0.15%
POTOMAC FUND MANAGEMENT INC /ADV	24,108	859,178	0.89%
ROYAL BANK OF CANADA	21,325	759,975	0.0%
OneDigital Investment Advisors LLC	18,080	644,354	0.18%
Austin Wealth Management, LLC	17,979	635,783	2.66%
ENVESTNET ASSET MANAGEMENT INC	17,468	622,541	0.01%
ROCKLAND TRUST CO	17,004	606,018	0.67%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	16,815	599,282	3.96%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	16,003	570,325	0.14%
IAG Wealth Partners, LLC	15,862	565,318	1.84%
COMMONWEALTH EQUITY SERVICES, LLC	15,389	548,434	0.02%
Penserra Capital Management LLC	14,923	531,851	0.18%
SAGE PRIVATE WEALTH GROUP, LLC	13,863	494,071	7.45%
ALM First Financial Advisors, LLC	13,252	472,305	2.62%