Burt Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History

Burt Wealth Advisors

  • $431 Million
  • Q2 2025

A detailed history of Burt Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Burt Wealth Advisors holds 21,460 shares of DBMF stock, worth $556,457. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,460
Previous 11,901 80.32%
Holding current value
$556,457
Previous $300,000 84.0%
% of portfolio
0.13%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$24.61 - $25.89 $235,246 - $247,482
9,559 Added 80.32%
21,460 $552,000
Q1 2025

Apr 22, 2025
SELL
$24.88 - $26.85 $828,280 - $893,863
-33,291 Reduced 73.67%
11,901 $300,000
Q4 2024

Feb 06, 2025
BUY
$26.01 - $28.19 $509,561 - $552,270
19,591 Added 76.52%
45,192 $1.18 Million
Q3 2024

Oct 31, 2024
BUY
$26.82 - $30.58 $686,618 - $782,878
25,601 New
25,601 $720,000
Q3 2023

Oct 11, 2023
BUY
$27.07 - $28.93 $300,314 - $320,949
11,094 New
11,094 $320,000
Q4 2022

Jan 17, 2023
BUY
$29.03 - $34.79 $849,911 - $1.02 Million
29,277 Added 435.22%
36,004 $1.05 Million
Q3 2022

Oct 11, 2022
BUY
$30.87 - $34.56 $207,662 - $232,485
6,727 New
6,727 $228,000

Others Institutions Holding DBMF

# of Institutions
213
Shares Held
33.5M
Call Options Held
23.1K
Put Options Held
11.1K
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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