As of 30 Sep 2025, 187 institutional investors reported holding 40,747,009 shares of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,345,236 | $93,880,649 | +$27,036,820 | $28.06 | 30 |
| 2025 Q3 | 40,747,009 | $1,114,256,761 | +$260,874,763 | $27.31 | 187 |
| 2025 Q2 | 31,570,264 | $812,232,699 | -$75,301,512 | $25.73 | 185 |
| 2025 Q1 | 34,004,903 | $859,170,164 | -$44,420,699 | $25.26 | 184 |
| 2024 Q4 | 35,819,637 | $937,565,886 | +$316,443,500 | $26.16 | 183 |
| 2024 Q3 | 23,072,822 | $648,705,167 | -$55,481,762 | $28.13 | 155 |
| 2024 Q2 | 24,559,780 | $738,024,997 | +$16,798,382 | $30.06 | 153 |
| 2024 Q1 | 24,446,014 | $701,583,390 | +$205,747,275 | $28.68 | 138 |
| 2023 Q4 | 477,593 | $12,302,827 | -$342,970 | $25.76 | 3 |
| 2023 Q3 | 24,041,451 | $694,691,228 | +$243,222,552 | $28.90 | 128 |
| 2023 Q2 | 15,718,629 | $433,796,995 | +$53,609,117 | $27.63 | 131 |
| 2023 Q1 | 13,876,440 | $365,036,412 | -$80,125,039 | $26.30 | 135 |
| 2022 Q4 | 16,842,402 | $489,842,712 | +$107,959,311 | $29.11 | 149 |
| 2022 Q3 | 12,816,309 | $435,243,610 | +$273,924,737 | $33.94 | 98 |
| 2022 Q2 | 4,836,691 | $156,671,000 | +$104,431,028 | $32.40 | 47 |
| 2022 Q1 | 1,615,579 | $46,195,000 | +$19,124,857 | $28.59 | 15 |
| 2021 Q4 | 963,497 | $24,844,000 | +$3,847,478 | $25.79 | 14 |
| 2021 Q3 | 809,500 | $22,591,000 | +$22,590,981 | $27.90 | 12 |