Latest Institutional Purchases of Litman Gregory Fds Tr Imgp Dbi (DBMF)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 30, 2026
Q4 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
196KNew |
$5.32M - $5.66M
|
196K
$5.56M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187K+ 175.52% |
$5.09M - $5.41M
|
294K
$8.35M
|
|
|
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 29, 2026
Q4 2025
|
Ares Financial Consulting, LLC
Calabasas, CA |
BUY
|
- |
34.7KNew |
$942K - $1M
|
34.7K
$985K
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.7K+ 4.21% |
$697K - $742K
|
636K
$18.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.3K+ 27.94% |
$578K - $615K
|
97.4K
$2.77M
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.9K+ 1.3% |
$541K - $575K
|
1.56M
$44.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Glassman Wealth Services
|
BUY
|
- |
18.3KNew |
$497K - $529K
|
18.3K
$520K
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
16.3KNew |
$444K - $472K
|
16.3K
$464K
|
|
|
Jan 27, 2026
Q4 2025
|
Leisure Capital Management
|
BUY
|
- |
15.3KNew |
$415K - $441K
|
15.3K
$434K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 44.71% |
$395K - $420K
|
47.1K
$1.34M
|
|
|
Jan 30, 2026
Q4 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13.7K+ 37.13% |
$373K - $397K
|
50.7K
$1.44M
|
|
|
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 28, 2026
Q4 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
9.99K+ 2.06% |
$272K - $289K
|
494K
$14M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.4K+ 36.02% |
$256K - $272K
|
35.5K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.25KNew |
$252K - $268K
|
9.25K
$263K
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.78K+ 39.99% |
$239K - $254K
|
30.7K
$873K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.71KNew |
$209K - $223K
|
7.71K
$219K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
7.64KNew |
$208K - $221K
|
7.64K
$217K
|
|
|
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 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.51KNew |
$204K - $217K
|
7.51K
$213K
|
|
|
Jan 29, 2026
Q4 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
6.33K+ 4.81% |
$172K - $183K
|
138K
$3.92M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.19K+ 21.14% |
$141K - $150K
|
29.7K
$844K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.4K+ 13.86% |
$120K - $127K
|
36.1K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 14.66% |
$118K - $126K
|
34K
$966K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 32.73% |
$74.4K - $79.2K
|
11.1K
$315K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 29.93% |
$48.8K - $51.9K
|
7.8K
$221K
|
|
|
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 29, 2026
Q4 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.01K+ 50.15% |
$27.5K - $29.3K
|
3.03K
$86.2K
|
|
|
Jan 28, 2026
Q4 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1K+ 0.46% |
$27.2K - $28.9K
|
217K
$6.15M
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$17.3K - $18.4K
|
637
$18.1K
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
457New |
$12.4K - $13.2K
|
457
$13K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
278New |
$7.56K - $8.04K
|
278
$7.9K
|
|
|
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
|
|