Sound Financial Strategies Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sound Financial Strategies Group, LLC

$128 Million
Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 61,865 shares of DBMF stock, worth $1.76 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

61,865

Holding current value

$1.76 Million

% of portfolio

1.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$25.43 - $27.31 $1.57 Million - $1.69 Million	61,865 New	61,865 $1.69 Million
Q4 2024 Feb 06, 2025	SELL	$26.01 - $28.19 $221,215 - $239,755	-8,505 Reduced 5.34%	150,670 $3.94 Million
Q3 2024 Nov 12, 2024	SELL	$26.82 - $30.58 $17,862 - $20,366	-666 Reduced 0.42%	159,175 $4.48 Million
Q2 2024 Aug 12, 2024	SELL	$28.55 - $30.21 $215,209 - $227,722	-7,538 Reduced 4.5%	159,841 $4.8 Million
Q1 2024 May 13, 2024	BUY	$25.76 - $28.68 $283 - $315	11 Added 0.01%	167,379 $4.8 Million
Q4 2023 Feb 02, 2024	BUY	$25.76 - $29.16 $4.31 Million - $4.88 Million	167,368 New	167,368 $4.31 Million

Others Institutions Holding DBMF

# of Institutions

211

Shares Held

35.3M

Call Options Held

18.2K

Put Options Held

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Sound Financial Strategies Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History