Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
437KNew |
$11.9M - $12.6M
|
437K
$12.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
395K+ 1178.68% |
$10.7M - $11.4M
|
429K
$12.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
247KNew |
$6.73M - $7.15M
|
247K
$7.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143K+ 88.93% |
$3.89M - $4.14M
|
304K
$8.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
131KNew |
$3.55M - $3.78M
|
131K
$3.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
130K+ 27.33% |
$3.54M - $3.76M
|
606K
$17.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
124K+ 953.22% |
$3.38M - $3.59M
|
137K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
116K+ 35.07% |
$3.17M - $3.37M
|
449K
$12.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
106K+ 1275.59% |
$2.87M - $3.06M
|
114K
$3.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
58.9KNew |
$1.6M - $1.7M
|
58.9K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
45.4K+ 33.9% |
$1.23M - $1.31M
|
179K
$5.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
16.3KNew |
$444K - $472K
|
16.3K
$464K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.7KNew |
$344K - $366K
|
12.7K
$360K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.2K+ 20.52% |
$332K - $354K
|
71.8K
$2.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.25KNew |
$252K - $268K
|
9.25K
$263K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.71KNew |
$209K - $223K
|
7.71K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.63K+ 3.96% |
$207K - $220K
|
200K
$5.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.59KNew |
$206K - $219K
|
7.59K
$216K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.57K+ 10.37% |
$206K - $219K
|
80.6K
$2.29M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.19K+ 21.14% |
$141K - $150K
|
29.7K
$844K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 14.66% |
$118K - $126K
|
34K
$966K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.7K+ 16.82% |
$46.2K - $49.2K
|
11.8K
$336K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.4K+ 2.24% |
$38.1K - $40.5K
|
64.1K
$1.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.18K+ 2.86% |
$32K - $34K
|
42.3K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
246+ 2.07% |
$6.69K - $7.11K
|
12.1K
$344K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
196+ 5.8% |
$5.33K - $5.67K
|
3.57K
$102K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
55+ 0.14% |
$1.49K - $1.59K
|
40.2K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33New |
$897 - $954
|
33
$938
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-64- 6.82% |
$1.74K - $1.85K
|
874
$24.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-505- 1.86% |
$13.7K - $14.6K
|
26.7K
$758K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-621- 5.5% |
$16.9K - $18K
|
10.7K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-874- 6.18% |
$23.8K - $25.3K
|
13.3K
$377K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-899- 8.13% |
$24.4K - $26K
|
10.2K
$289K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.15K- 50.0% |
$31.1K - $33.1K
|
1.15K
$32.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.09K- 2.22% |
$56.8K - $60.4K
|
91.9K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.77K- 6.95% |
$102K - $109K
|
50.4K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.5K- 9.05% |
$150K - $159K
|
55.3K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-12.2K- 21.66% |
$331K - $353K
|
44.1K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-13.9K- 15.05% |
$377K - $401K
|
78.2K
$2.22M
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-15.3K- 21.15% |
$416K - $442K
|
57.1K
$1.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-30.6K- 78.77% |
$832K - $885K
|
8.25K
$234K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34.1K- 21.07% |
$926K - $985K
|
128K
$3.63M
|
|