A detailed history of Trek Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trek Financial, LLC holds 25,225 shares of DBMF stock, worth $679,813. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,225
Holding current value
$679,813
% of portfolio
0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$26.82 - $30.58 $676,534 - $771,380
25,225 New
25,225 $709,000
Q1 2024

May 14, 2024

BUY
$25.76 - $28.68 $654,716 - $728,930
25,416 New
25,416 $728,000
Q3 2023

Nov 14, 2023

BUY
$27.07 - $28.93 $965,072 - $1.03 Million
35,651 Added 248.27%
50,011 $1.45 Million
Q2 2023

Aug 11, 2023

BUY
$25.84 - $27.71 $371,062 - $397,915
14,360 New
14,360 $396,000
Q4 2022

Feb 13, 2023

SELL
$29.03 - $34.79 $40,119 - $48,079
-1,382 Reduced 1.31%
104,369 $3.04 Million
Q3 2022

Nov 14, 2022

BUY
$30.87 - $34.56 $3.26 Million - $3.65 Million
105,751 New
105,751 $3.59 Million

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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