LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
1,616,614
Share change
+653,117
Total reported value
$46,222,676
Price per share
$28.59
Number of holders
16
Value change
+$19,143,517
Number of buys
15
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 53700T827?
CUSIP 53700T827 identifies DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED in SEC institutional holdings data.

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Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q1 2022

As of 31 Mar 2022, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,616,614 shares. The largest 10 holders included Valmark Advisers, Inc., Litman Gregory Wealth Management LLC, Cambridge Investment Research Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, JANE STREET GROUP, LLC, Ausdal Financial Partners, Inc., Cambria Investment Management, L.P., Orion Portfolio Solutions, LLC, and Betterment LLC. This page lists 16 institutional shareholders reporting positions in this security for the Q1 2022 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.