LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

Historical Holders from Q3 2021 to Q1 2025

Symbol
DBMF
CUSIP
53700T827
Type / Class
Equity / IMGP DBI MANAGED
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
35.8M
Holdings value
$938M
% of all portfolios
0.011%
Grand Portfolio weight change
+0.001%
Number of holders
184
Number of buys
112
Number of sells
-66
Average Value change %
+0%
Average buys %
+0.003%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 1.99M $50.2M +$19.5M $25.26 29
2024 Q4 35.8M $938M +$317M $26.16 184
2024 Q3 23.1M $649M -$55.5M $28.13 155
2024 Q2 24.6M $738M +$16.8M $30.06 153
2024 Q1 24.4M $702M +$206M $28.68 138
2023 Q4 17M $438M -$200M $25.76 124
2023 Q3 24M $695M +$243M $28.90 128
2023 Q2 15.7M $434M +$53.6M $27.63 131
2023 Q1 13.9M $365M -$80.1M $26.30 135
2022 Q4 16.8M $490M +$108M $29.11 149
2022 Q3 12.8M $435M +$274M $33.94 98
2022 Q2 4.84M $157M +$104M $32.40 47
2022 Q1 1.62M $46.2M +$19.1M $28.59 15
2021 Q4 963K $24.8M +$3.85M $25.79 14
2021 Q3 810K $22.6M +$22.6M $27.90 12