Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.54MNew |
$39.1M - $42M
|
1.54M
$43.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
239KNew |
$6.08M - $6.53M
|
239K
$6.79M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
107K+ 47.97% |
$2.71M - $2.91M
|
329K
$9.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
80.8K+ 183.43% |
$2.05M - $2.21M
|
125K
$3.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 188.51% |
$1.77M - $1.9M
|
107K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
61.9KNew |
$1.57M - $1.69M
|
61.9K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.4K+ 49.68% |
$1.36M - $1.46M
|
161K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
33.8KNew |
$859K - $922K
|
33.8K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.2K+ 24.9% |
$820K - $880K
|
162K
$4.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.1K+ 89.12% |
$714K - $767K
|
59.6K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 5.53% |
$701K - $753K
|
526K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17.1KNew |
$436K - $468K
|
17.1K
$486K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.23K+ 54.69% |
$235K - $252K
|
26.1K
$741K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
8.29KNew |
$211K - $226K
|
8.29K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6.54K+ 3.61% |
$166K - $179K
|
188K
$5.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.39K+ 11.97% |
$112K - $120K
|
41.1K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.9K+ 7.77% |
$99.3K - $107K
|
54.2K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.52K+ 1.92% |
$64.1K - $68.9K
|
134K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 15.88% |
$51K - $54.8K
|
14.6K
$415K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.71K+ 19.27% |
$43.5K - $46.7K
|
10.6K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69K+ 6.54% |
$43K - $46.2K
|
27.5K
$781K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.56K+ 1.69% |
$39.6K - $42.5K
|
94K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
938New |
$23.9K - $25.6K
|
938
$26.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
675+ 7.15% |
$17.2K - $18.4K
|
10.1K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
315+ 2.53% |
$8.01K - $8.6K
|
12.8K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
119+ 1.42% |
$3.03K - $3.25K
|
8.47K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
54+ 0.52% |
$1.37K - $1.47K
|
10.4K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 0.61% |
$2.03K - $2.18K
|
13K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-384- 1.6% |
$9.77K - $10.5K
|
23.7K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-425- 0.58% |
$10.8K - $11.6K
|
72.4K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 4.42% |
$16.6K - $17.9K
|
14.1K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-703- 2.52% |
$17.9K - $19.2K
|
27.2K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-918- 0.19% |
$23.3K - $25.1K
|
474K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.88K- 4.6% |
$47.7K - $51.2K
|
38.9K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.14K- 0.98% |
$54.4K - $58.4K
|
216K
$6.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.85K- 9.22% |
$72.5K - $77.8K
|
28.1K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.19K- 6.27% |
$107K - $114K
|
62.7K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.34K- 43.13% |
$161K - $173K
|
8.37K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7.2K- 2.12% |
$183K - $197K
|
332K
$9.43M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.4K- 14.58% |
$264K - $284K
|
60.8K
$1.73M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-10.8K- 30.5% |
$274K - $294K
|
24.5K
$696K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.1K- 0.95% |
$282K - $303K
|
1.16M
$32.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-12.7K- 18.42% |
$323K - $347K
|
56.3K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 6.61% |
$326K - $351K
|
182K
$5.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-109K- 9.22% |
$2.77M - $2.97M
|
1.07M
$30.4M
|