Litman Gregory Fds Tr Imgp Dbi DBMF

DBMF Quotes by TradingView
Institutional shares held 38.7 Million
4.1K calls
800 puts
Total value of holdings $969M
$102K calls
$20K puts
# of Institutions 213

Quarterly Institutional Activity in DBMF

Shares Bought
Shares Sold
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Top Institutions Holding DBMF

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Latest Institutional Activity in DBMF

Top Purchases

Q1 2025
Iag Wealth Partners, LLC Shares Held: 346K ($8.67M)
346K Shares purchased
New Holding
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 152K ($3.81M)
152K Shares purchased
New Holding
Q1 2025
Farther Finance Advisors, LLC Shares Held: 173K ($4.33M)
132K Shares purchased
321.7% Added
Q1 2025
Fortitude Family Office, LLC Shares Held: 311K ($7.79M)
75.9K Shares purchased
32.31% Added
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 82.8K ($2.07M)
37.3K Shares purchased
82.0% Added
View All Buyers

Top Sells

Q1 2025
Optivise Advisory Services LLC Shares Held: 67.8K ($1.7M)
7.33K Shares sold
9.76% Reduced
Q1 2025
Howard Bailey Securities, LLC Shares Held: 53.5K ($1.34M)
5.75K Shares sold
9.71% Reduced
Q1 2025
Verum Partners LLC Shares Held: 17.6K ($441K)
4.69K Shares sold
21.04% Reduced
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 69.9K ($1.75M)
4.12K Shares sold
5.57% Reduced
Q1 2025
Lake Street Financial LLC Shares Held: 22.7K ($569K)
4.05K Shares sold
15.12% Reduced
View All Sellers

About DBMF

DBMF Chart by TradingView
DBMF Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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