Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.1K- 0.95% |
$282K - $303K
|
1.16M
$32.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
239KNew |
$6.08M - $6.53M
|
239K
$6.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.23K+ 54.69% |
$235K - $252K
|
26.1K
$742K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.39K+ 11.97% |
$112K - $120K
|
41.1K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 6.61% |
$326K - $351K
|
182K
$5.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.34K- 43.13% |
$161K - $173K
|
8.37K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
54+ 0.52% |
$1.37K - $1.47K
|
10.4K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.54MNew |
$39.1M - $42M
|
1.54M
$43.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.14K- 0.98% |
$54.4K - $58.4K
|
216K
$6.12M
|
|
|
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 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
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17.1KNew |
$436K - $468K
|
17.1K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.71K+ 19.27% |
$43.5K - $46.7K
|
10.6K
$301K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.52K+ 1.92% |
$64.1K - $68.9K
|
134K
$3.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
675+ 7.15% |
$17.2K - $18.4K
|
10.1K
$287K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
1.56K+ 1.69% |
$39.6K - $42.5K
|
94K
$2.67M
|
|
| Q2 2025 | |||||||
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-1.75K- 28.0% |
$43.1K - $45.3K
|
4.5K
$128K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 32.37% |
$386K - $406K
|
64.1K
$1.82M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
52.6K+ 131.66% |
$1.29M - $1.36M
|
92.5K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 38.82% |
$327K - $344K
|
20.9K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-553- 80.26% |
$13.6K - $14.3K
|
136
$3.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 26.95% |
$54.5K - $57.3K
|
6K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$255K - $268K
|
10.3K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-32.8K- 18.01% |
$807K - $849K
|
149K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$664K - $699K
|
27K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.08K+ 2.02% |
$100K - $106K
|
206K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 5.96% |
$313K - $329K
|
200K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.57KNew |
$236K - $248K
|
9.57K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 0.35% |
$148 - $155
|
1.69K
$47.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$722K - $760K
|
29.4K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$4.04K - $4.25K
|
164
$4.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 6.61% |
$28.8K - $30.3K
|
18.9K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.14K+ 596.93% |
$52.6K - $55.3K
|
2.5K
$70.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-265K- 96.69% |
$6.52M - $6.86M
|
9.05K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.78K- 6.43% |
$191K - $201K
|
113K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.93% |
$24.6 - $25.9
|
108
$3.07K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
64+ 14.95% |
$1.58K - $1.66K
|
492
$14K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.4K+ 11.88% |
$231K - $243K
|
88.5K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-7.05K- 3.82% |
$174K - $183K
|
178K
$5.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34K+ 225.84% |
$837K - $880K
|
49.1K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-327K- 92.49% |
$8.05M - $8.47M
|
26.6K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
368+ 1.36% |
$9.06K - $9.53K
|
27.4K
$778K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.56K+ 80.32% |
$235K - $247K
|
21.5K
$610K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$2.46K - $2.59K
|
100
$2.84K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.7KNew |
$739K - $798K
|
29.7K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.65K- 8.09% |
$41.2K - $44.4K
|
18.8K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116KNew |
$2.89M - $3.12M
|
116K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 3.27% |
$43.3K - $46.7K
|
51.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$522 - $564
|
21
$597
|
|