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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Open the full security ownership history page.

Top shareholders of DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

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

Compare Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders
16
Q2 2022 holders
48
Holder diff
32
Investor Q1 2022 Shares Q2 2022 Shares Share Diff Share Chg % Q1 2022 Value $ Q2 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.