LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
4,837,566
Share change
+3,220,952
Total reported value
$156,699,184
Price per share
$32.40
Number of holders
48
Value change
+$104,431,867
Number of buys
43
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 Q2 2022

As of 30 Jun 2022, LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by 48 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,837,566 shares. The largest 10 holders included Valmark Advisers, Inc., R. W. Roge & Company, Inc., Cambridge Investment Research Advisors, Inc., Integrated Advisors Network LLC, Litman Gregory Wealth Management LLC, GREAT VALLEY ADVISOR GROUP, INC., Cambria Investment Management, L.P., Fermata Advisors, LLC, LPL Financial LLC, and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 48 institutional shareholders reporting positions in this security for the Q2 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.