Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
4,251,413
-
Share change
-
+1,325,984
-
Total reported value
-
$119,308,008
-
Price per share
-
$28.06
-
Number of holders
-
44
-
Value change
-
+$37,219,824
-
Number of buys
-
26
-
Number of sells
-
13
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2025
As of 31 Dec 2025,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,251,413 shares.
The largest 10 holders included
ROCKLAND TRUST CO, ALM First Financial Advisors, LLC, Fortitude Family Office, LLC, Innova Wealth Partners, FMA Wealth Management, LLC, Professional Financial Advisors, LLC, Upper Left Wealth Management, LLC, Fermata Advisors, LLC, Ethos Financial Group, LLC, and ASPIRIANT, LLC.
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.