# LITMAN GREGORY FDS TR (DBMF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DBMF/

- Reporting holders: 15
- Reported value: $97.6M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $32.0M | 983,562 | 0.2% | 11 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $24.8M | 762,695 | 0.9% | 6 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $10.1M | 311,207 | 4.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.5M | 199,895 | 0.2% | 16 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $6.0M | 185,569 | 3.5% | 12 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $3.3M | 102,663 | 2.8% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $3.2M | 99,685 | 0.3% | 1 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $2.3M | 72,003 | 0.2% | 8 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.2M | 67,102 | 0.6% | 5 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $2.0M | 62,802 | 0.2% | 1 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $1.7M | 52,537 | 0.7% | 1 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.6M | 48,151 | 0.0% | 2 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.2M | 37,667 | 0.9% | 11 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $313.2K | 9,628 | 0.1% | 1 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $216.3K | 6,648 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $97.6M |
| Q2 2026 | 327 | $2.9B |
| Q1 2026 | 298 | $2.5B |
| Q4 2025 | 242 | $1.6B |
| Q3 2025 | 192 | $1.1B |
| Q2 2025 | 190 | $820.2M |
| Q1 2025 | 189 | $878.6M |
| Q4 2024 | 190 | $952.7M |
| Q3 2024 | 158 | $661.2M |
| Q2 2024 | 156 | $857.9M |
| Q1 2024 | 141 | $849.2M |
| Q4 2023 | 131 | $481.0M |