Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,484,932 shares of DBMF stock, worth $39.2 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

1,484,932

Previous 986,087 50.59%

Holding current value

$39.2 Million

Previous $27.7 Million 40.04%

% of portfolio

3.37%

Previous 2.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$26.01 - $28.19 $13 Million - $14.1 Million	498,845 Added 50.59%	1,484,932 $38.8 Million
Q3 2024 Oct 22, 2024	BUY	$26.82 - $30.58 $1.93 Million - $2.21 Million	72,143 Added 7.89%	986,087 $27.7 Million
Q2 2024 Jul 30, 2024	BUY	$28.55 - $30.21 $3.91 Million - $4.14 Million	136,920 Added 17.62%	913,944 $27.5 Million
Q1 2024 May 03, 2024	SELL	$25.76 - $28.68 $272,927 - $303,864	-10,595 Reduced 1.35%	777,024 $22.3 Million
Q4 2023 Jan 31, 2024	SELL	$25.76 - $29.16 $328,440 - $371,790	-12,750 Reduced 1.59%	787,619 $20.3 Million
Q3 2023 Oct 23, 2023	BUY	$27.07 - $28.93 $456,481 - $487,846	16,863 Added 2.15%	800,369 $23.1 Million
Q2 2023 Aug 09, 2023	BUY	$25.84 - $27.71 $20.2 Million - $21.7 Million	783,506 New	783,506 $21.6 Million
Q4 2022 Jan 17, 2023	SELL	$29.03 - $34.79 $1.48 Million - $1.77 Million	-50,911 Reduced 10.92%	415,344 $0
Q3 2022 Oct 13, 2022	BUY	$30.87 - $34.56 $2.54 Million - $2.84 Million	82,312 Added 21.44%	466,255 $15.8 Million
Q2 2022 Jul 21, 2022	BUY	$28.85 - $33.33 $520,078 - $600,839	18,027 Added 4.93%	383,943 $12.4 Million
Q1 2022 May 04, 2022	BUY	$25.35 - $29.4 $7.26 Million - $8.43 Million	286,587 Added 361.26%	365,916 $10.5 Million
Q4 2021 Feb 10, 2022	BUY	$25.8 - $29.33 $2.05 Million - $2.33 Million	79,329 New	79,329 $2.05 Million

Others Institutions Holding DBMF

# of Institutions

182

Shares Held

25.7M

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History