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Litman Gregory Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Litman Gregory Wealth Management’s Portfolio DBMF Stock Details DBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$31.3M Sell
1,114,037
-41,761
-4% -$1.19M 2.29% 11
2025
Q3 		$31.6M Sell
1,155,798
-11,096
-1% -$290K 2.35% 11
2025
Q2 		$30M Sell
1,166,894
-13,319
-1% -$337K 2.36% 9
2025
Q1 		$29.8M Sell
1,180,213
-304,719
-21% -$7.94M 2.56% 9
2024
Q4 		$38.8M Buy
1,484,932
+498,845
+51% +$13.6M 3.37% 7
2024
Q3 		$27.7M Buy
986,087
+72,143
+8% +$2.06M 2.32% 11
2024
Q2 		$27.5M Buy
913,944
+136,920
+18% +$4.04M 2.44% 10
2024
Q1 		$22.3M Sell
777,024
-10,595
-1% -$286K 2.02% 12
2023
Q4 		$20.3M Sell
787,619
-12,750
-2% -$354K 1.93% 13
2023
Q3 		$23.1M Buy
800,369
+16,863
+2% +$469K 2.39% 12
2023
Q2 		$21.6M Buy
+783,506
New +$20.9M 2.7% 11
2023
Q1 		– Sell
-415,344
Closed -$12.1M – 46
2022
Q4 		$12.1M Sell
415,344
-50,911
-11% -$1.65M 1.69% 14
2022
Q3 		$15.8M Buy
466,255
+82,312
+21% +$2.66M 2.53% 11
2022
Q2 		$12.4M Buy
383,943
+18,027
+5% +$569K 1.83% 13
2022
Q1 		$10.5M Buy
365,916
+286,587
+361% +$7.7M 1.53% 13
2021
Q4 		$2.05M Buy
+79,329
New +$2.25M 0.35% 34

Other funds holding DBMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Litman Gregory Wealth Management's DBMF Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 3.6% in Q4 2025, selling an estimated $1.19M and leaving 1,114,037 shares worth $31.3M. The position accounts for 2.29% of the portfolio, ranked #11.

Litman Gregory Wealth Management first reported a position in DBMF in Q4 2021 and has held it in 16 quarters since. The position peaked at $38.8M in Q4 2024. 241 funds tracked by Wall St. Rank hold DBMF as of Q4 2025.

  • Litman Gregory Wealth Management held 1,114,037 shares of iMGP DBi Managed Futures Strategy ETF worth $31.3M as of Q4 2025.
  • Litman Gregory Wealth Management sold 41,761 iMGP DBi Managed Futures Strategy ETF shares in Q4 2025, an estimated $1.19M.
  • iMGP DBi Managed Futures Strategy ETF made up 2.29% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #11 holding.
  • Litman Gregory Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2021 and has held it in 16 quarters since.
  • Litman Gregory Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $38.8M in Q4 2024.
  • 241 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.