LITMAN GREGORY FUNDS TRUST - DBMF

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$2.825B
QoQ value delta ($000)
+$499K (+0.02%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
92,406,546
QoQ shares delta
+11,771 (+0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DBMF)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 650,877 21,263,572 0.15%
JPMORGAN CHASE & CO 369,250 12,158,383 0.02%
MORGAN STANLEY 302,339 9,877,154 0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 104,872 3,426,088 0.06%
TIAA Wealth Investment Management LLC 85,024 2,799,608 0.57%
RAYMOND JAMES FINANCIAL INC 78,999 2,580,853 0.02%
BANK OF AMERICA CORP /DE/ 62,099 2,028,720 0.0%
Parcion Private Wealth LLC 46,272 1,511,668 2.57%
Tidal Investments LLC 42,573 1,390,852 0.07%
Cardinal Point Capital Management ULC 38,502 1,257,839 2.18%
Beacon Pointe Advisors, LLC 34,429 1,124,767 0.16%
Goldstein Advisors, LLC 33,025 1,078,914 3.02%
Edge Wealth Management LLC 32,578 1,064,312 5.48%
ROYAL BANK OF CANADA 32,157 1,050,572 0.0%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 29,660 968,970 0.21%
Farther Finance Advisors, LLC 29,248 955,584 0.23%
Savant Capital, LLC 29,194 953,743 0.09%
Concurrent Investment Advisors, LLC 23,287 760,768 0.2%
ENVESTNET ASSET MANAGEMENT INC 23,074 754,052 0.01%
ROCKLAND TRUST CO 21,298 695,808 0.84%
Cetera Investment Advisers 21,133 690,416 0.02%
COMMONWEALTH EQUITY SERVICES, LLC 20,826 680,379 0.03%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 19,542 638,441 4.14%
Penserra Capital Management LLC 17,025 556,210 0.13%
Fortitude Family Office, LLC 16,926 552,973 3.28%