LITMAN GREGORY FDS TR (DBEH)
Institutional ownership reported to the SEC as of Q2 2024, across 19 quarters.
5
Reporting holders
$2.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Litman Gregory Wealth Management LLC | $1.8M | 68,015 | 0.16% | 4q | +20.3%+$311.2K |
| JPMORGAN CHASE & CO | $367.8K | 13,594 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $234.2K | 8,656 | 0.00% | 2q | -45.7%-$196.7K |
| UBS Group AG | $622 | 23 | 0.00% | 4q | -69.7%-$1.4K |
| MORGAN STANLEY | $55 | 2 | 0.00% | 3q | -33.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 5 | $2.4M | 90,290 | 1 | 1 | 3 | 0.0% |
| Q1 2024 | 5 | $2.0M | 73,335 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 4 | $1.5M | 57,514 | 1 | 0 | 2 | 0.0% |
| Q3 2023 | 4 | $2.1M | 80,702 | 4 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $2.1M | 300,365 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $44.6K | 218,084 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $1.6M | 63,441 | 0 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $1.5M | 57,843 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 3 | $1.7M | 63,752 | 2 | 0 | 1 | 0.0% |
| Q1 2022 | 2 | $50.0K | 1,831 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $16.0K | 500 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $48.0K | 1,500 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 3 | $432.0K | 13,272 | 2 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $885.0K | 27,881 | 1 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $371.0K | 12,018 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $278.0K | 10,400 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 2 | $536.0K | 21,165 | 1 | 1 | 0 | 0.0% |
| Q1 2020 | 1 | $310.0K | 14,046 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $246.0K | 9,832 | 1 | 0 | 0 | 0.0% |