Simplicity Wealth,Llc Litman Gregory Fds Tr Imgp Dbi Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 28,924 shares of DBMF stock, worth $749,999. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,924

Holding current value

$749,999

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$24.61 - $25.89 $711,819 - $748,842	28,924 New	28,924 $744,000

Others Institutions Holding DBMF

# of Institutions

213

Shares Held

33.5M

Call Options Held

23.1K

Put Options Held

11.1K

Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$127 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.36M
Shares

$61.2 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

1.97M
Shares

$51.2 Million
0.04% of portfolio
Naviter Wealth, LLC

1.85M
Shares

$48 Million
5.79% of portfolio
Beaumont Financial Partners, LLC

1.28M
Shares

$33.2 Million
4.17% of portfolio

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

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Simplicity Wealth,Llc Litman Gregory Fds Tr Imgp Dbi Transaction History