Institutional shares held 35.5 Million
18.2K calls
0 puts
Total value of holdings $1.01B
$516K calls
$0 puts
# of Institutions 211


Latest Institutional Activity in DBMF

Top Purchases

Q3 2025
Parcion Private Wealth LLC Shares Held: 1.54M ($43.6M)
Q3 2025
Savant Capital, LLC Shares Held: 967K ($27.5M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 239K ($6.79M)
Q3 2025
Live Oak Investment Partners Shares Held: 132K ($3.74M)
Q3 2025
Ashton Thomas Securities, LLC Shares Held: 262K ($7.43M)

Top Sells

Q3 2025
Goldstein Advisors, LLC Shares Held: 1.07M ($30.4M)
Q3 2025
Cwm, LLC Shares Held: 182K ($5.15M)
Q3 2025
Optivise Advisory Services LLC Shares Held: 56.3K ($1.6M)
Q3 2025
Litman Gregory Wealth Management LLC Shares Held: 1.16M ($32.8M)
Q3 2025
City Center Advisors, LLC Shares Held: 24.5K ($696K)

About DBMF

Track Institutional and Insider Activities on DBMF

Follow LITMAN GREGORY FDS TR IMGP DBI and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DBMF shares.

Notify only if

Insider Trading

Get notified when an Litman Gregory Fds Tr Imgp Dbi insider buys or sells DBMF shares.

Notify only if

News

Receive news related to LITMAN GREGORY FDS TR IMGP DBI

Track Activities on DBMF