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 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
293KNew |
$7.21M - $7.59M
|
293K
$7.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
217K+ 31171.26% |
$5.34M - $5.62M
|
218K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34K+ 225.84% |
$837K - $880K
|
49.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
29.2K+ 19.21% |
$718K - $755K
|
181K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 9.16% |
$701K - $738K
|
339K
$8.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3K+ 16.23% |
$451K - $475K
|
131K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 8.41% |
$343K - $361K
|
180K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.56K+ 80.32% |
$235K - $247K
|
21.5K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.38K+ 2.48% |
$133K - $139K
|
222K
$5.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 4.46% |
$75.3K - $79.2K
|
71.7K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.02K+ 14.35% |
$74.3K - $78.1K
|
24K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 7.11% |
$45.5K - $47.9K
|
27.9K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 2.62% |
$28.8K - $30.3K
|
45.9K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 12.15% |
$25.2K - $26.5K
|
9.44K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
968+ 7.01% |
$23.8K - $25.1K
|
14.8K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
733+ 1.69% |
$18K - $19K
|
44.1K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
368+ 1.36% |
$9.06K - $9.53K
|
27.4K
$705K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$2.46K - $2.59K
|
100
$2.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
60+ 0.09% |
$1.48K - $1.55K
|
66.9K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7+ 0.01% |
$172 - $181
|
92.4K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-354- 8.95% |
$8.71K - $9.17K
|
3.6K
$92.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-511- 5.77% |
$12.6K - $13.2K
|
8.35K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-882- 2.12% |
$21.7K - $22.8K
|
40.7K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-895- 2.47% |
$22K - $23.2K
|
35.3K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-936- 9.54% |
$23K - $24.2K
|
8.87K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.6K- 3.45% |
$64K - $67.3K
|
72.8K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-7.05K- 3.82% |
$174K - $183K
|
178K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.71K- 49.45% |
$214K - $225K
|
8.9K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 58.36% |
$1.19M - $1.25M
|
34.5K
$887K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.4K- 37.84% |
$1.61M - $1.69M
|
107K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-259K- 80.25% |
$6.37M - $6.7M
|
63.7K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-327K- 92.49% |
$8.05M - $8.47M
|
26.6K
$685K
|