# LITMAN GREGORY FDS TR (DBEH)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/DBEH/

- Reporting holders: 5
- Reported value: $2.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Litman Gregory Wealth Management LLC](https://holderbook.com/funds/1551867-litman-gregory-wealth-management-llc/) | $1.8M | 68,015 | 0.2% | 4 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $367.8K | 13,594 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $234.2K | 8,656 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $622 | 23 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $55 | 2 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 5 | $2.4M |
| Q1 2024 | 6 | $8.8M |
| Q4 2023 | 5 | $7.8M |
| Q3 2023 | 5 | $8.1M |
| Q2 2023 | 2 | $8.0M |
| Q1 2023 | 2 | $5.6M |
| Q4 2022 | 2 | $1.6M |
| Q3 2022 | 2 | $1.5M |
| Q2 2022 | 3 | $1.7M |
| Q1 2022 | 2 | $50.0K |
| Q4 2021 | 1 | $16.0K |
| Q3 2021 | 1 | $48.0K |