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 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 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
130K+ 27.33% |
$3.54M - $3.76M
|
606K
$17.2M
|
|
|
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 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
45.4K+ 33.9% |
$1.23M - $1.31M
|
179K
$5.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.7KNew |
$344K - $366K
|
12.7K
$360K
|
|
|
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 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 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 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 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 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
|
|