Meredith Wealth Planning Litman Gregory Fds Tr Imgp Dbi Transaction History

Meredith Wealth Planning

$275 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$29.03 - $34.79 $1.08 Million - $1.3 Million	37,308 New	37,308 $1.09 Billion

Others Institutions Holding DBMF

# of Institutions

206

Shares Held

32M

Call Options Held

23.1K

Put Options Held

11.1K

Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$126 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.36M
Shares

$60.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

1.97M
Shares

$50.8 Million
0.04% of portfolio
Beaumont Financial Partners, LLC

1.28M
Shares

$33 Million
4.17% of portfolio
Goldstein Advisors, LLC Madison, WI

1.18M
Shares

$30.4 Million
4.08% of portfolio

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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