Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LITMAN GREGORY FDS TR (DBMF)

227 + Investors. Track Smart Money conviction in DBMF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — DBMF

Based on 226 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DBMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
226 hedge funds hold DBMF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

159 buying72 selling
Last quarter: 159 funds were net buyers (64 opened a brand new position + 95 added to an existing one). Only 72 were sellers (56 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new DBMF position: 31 → 24 → 24 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 34% new

■ 34% conviction (2yr+) ■ 33% medium ■ 34% new
Of the 226 current holders: 76 (34%) held >2 years, 74 held 1–2 years, and 76 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

48 → 31 → 24 → 24 → 64 new funds/Q
New funds entering each quarter: 31 → 24 → 24 → 64. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 45% new entrants

■ 37% veterans ■ 18% 1-2yr ■ 45% new
Of 227 current holders: 85 (37%) held 2+ years, 40 held 1–2 years, 102 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
15 of 226 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in DBMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DBMF

How many hedge funds hold DBMF — quarterly history vs. share price
Quarterly hedge fund ownership of DBMF vs. share price

Market Analysis: DBMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DBMF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 6 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: DBMF
2026 Q1 Stats Unlock in 17 days 227 + Investors

Track Smart Money conviction in DBMF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 227 179 26.82%
13F Shares 55M 39M 38.8%
Total Value $1.54B $1.08B 42.72%
New Positions 65 24 +41
Increased Positions 95 85 +10
Closed Positions 16 24 -8
Reduced Positions 56 57 -1
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: DBMF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

227 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBMF. Verified SEC 13F-HR filings.

Top 25 institutional holders of DBMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAGE PRIVATE WEALTH GROUP, LLC 7.52% 495,467 $14.9M
2 Edge Wealth Management LLC 5.48% 1,062,494 $32.0M
3 A&I FINANCIAL SERVICES, LLC 5.11% 357,497 $10.8M
4 FMA Wealth Management, LLC 4.98% 248,127 $7.5M
5 Upper Left Wealth Management, LLC 3.56% 200,174 $6.0M
6 Goldstein Advisors, LLC 3.56% 1,062,448 $32.0M
7 Fortitude Family Office, LLC 3.34% 496,637 $15.0M
8 Austin Wealth Management, LLC 3.21% 463,962 $14.1M
9 Prentice Wealth Management LLC 2.96% 435,694 $13.1M
10 Parcion Private Wealth LLC 2.86% 1,530,814 $46.2M
11 MKD WEALTH COACHES, LLC 2.84% 95,835 $2.9M
12 Beacon Harbor Wealth Advisors, Inc. 2.83% 447,198 $13.5M
13 ALM First Financial Advisors, LLC 2.77% 512,410 $15.4M
14 Longview Financial Advisors, Inc. 2.76% 149,763 $4.5M
15 Fairman Group, LLC 2.64% 102,256 $3.1M
16 Live Oak Investment Partners 2.56% 144,036 $4.3M
17 Cardinal Point Capital Management ULC 2.28% 1,234,297 $37.2M
18 Professional Financial Advisors, LLC 1.95% 316,920 $9.6M
19 IAG Wealth Partners, LLC 1.82% 541,170 $16.3M
20 Sterneck Capital Management, LLC 1.78% 131,203 $4.0M
21 Collaborative Fund Advisors, LLC 1.74% 93,486 $2.8M
22 Smart Portfolios, LLC 1.60% 53,108 $1.6M
23 ATX Financial Planning, LLC 1.28% 55,784 $1.7M
24 Fermata Advisors, LLC 1.27% 186,740 $5.6M
25 R. W. Roge & Company, Inc. 1.26% 87,437 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LITMAN GREGORY FDS TR (DBMF)

What does the Smart Money Trend signal show for DBMF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DBMF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DBMF?

More buyers than sellers — 69% buying: Last quarter: 159 funds were net buyers (64 opened a brand new position + 95 added to an existing one). Only 72 were sellers (56 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DBMF holders?

Elite ownership — 42% AUM from top-100 funds: 15 of 226 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in DBMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DBMF?

Mixed — 34% long-term, 34% new: Of the 226 current holders: 76 (34%) held >2 years, 74 held 1–2 years, and 76 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.