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 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.97K- 24.08% |
$177K - $190K
|
22K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7.2K- 2.12% |
$183K - $197K
|
332K
$9.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.49K- 17.45% |
$216K - $232K
|
40.2K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.6K- 82.62% |
$244K - $262K
|
2.02K
$57.4K
|
|
|
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
$697K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 2.84% |
$278K - $299K
|
375K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.1K- 0.95% |
$282K - $303K
|
1.16M
$32.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.7K- 14.3% |
$298K - $320K
|
70.1K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-12.7K- 18.42% |
$323K - $347K
|
56.3K
$1.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-12.7K- 8.16% |
$324K - $348K
|
143K
$4.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 6.61% |
$326K - $351K
|
182K
$5.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.7K- 31.64% |
$350K - $375K
|
29.7K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.5K- 67.19% |
$420K - $451K
|
8.06K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 27.64% |
$423K - $455K
|
43.6K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 45.66% |
$454K - $488K
|
21.3K
$604K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.5K- 12.53% |
$546K - $586K
|
150K
$4.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.8K- 3.6% |
$630K - $677K
|
664K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.3K- 33.12% |
$822K - $883K
|
65.3K
$1.85M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-34.7K- 31.31% |
$882K - $947K
|
76.1K
$2.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-45.1K- 57.38% |
$1.15M - $1.23M
|
33.5K
$952K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-93.5K- 53.0% |
$2.38M - $2.55M
|
82.9K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-109K- 9.22% |
$2.77M - $2.97M
|
1.07M
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 97.8% |
$5.95M - $6.39M
|
5.27K
$150K
|
|