Purchases and Sales Made in Q2 2025 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q2 2025. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.3K- 1.13% |
$328K - $345K
|
1.17M
$33.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 6.71% |
$348K - $366K
|
197K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.6K- 18.5% |
$457K - $481K
|
81.8K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19.8K- 3.99% |
$486K - $512K
|
475K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-24K- 1.99% |
$590K - $620K
|
1.18M
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 6.72% |
$710K - $747K
|
401K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-32.8K- 18.01% |
$807K - $849K
|
149K
$4.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 58.36% |
$1.19M - $1.25M
|
34.5K
$978K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-63K- 48.94% |
$1.55M - $1.63M
|
65.8K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.4K- 37.84% |
$1.61M - $1.69M
|
107K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.5K- 3.93% |
$1.91M - $2.01M
|
1.9M
$53.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-172K- 25.63% |
$4.23M - $4.45M
|
499K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-259K- 80.25% |
$6.37M - $6.7M
|
63.7K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-265K- 96.69% |
$6.52M - $6.86M
|
9.05K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-327K- 92.49% |
$8.05M - $8.47M
|
26.6K
$755K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.59M- 93.01% |
$63.6M - $66.9M
|
194K
$5.52M
|