Pb Mares Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Pb Mares Wealth Management LLC

  • $380 Million
  • Q1 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 254,247 shares of DFCF stock, worth $10.7 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
254,247
Previous 171,487 48.26%
Holding current value
$10.7 Million
Previous $7.27 Million 46.68%
% of portfolio
2.81%
Previous 2.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$41.54 - $42.6 $3.44 Million - $3.53 Million
82,760 Added 48.26%
254,247 $10.7 Million
Q4 2023

Jan 26, 2024
BUY
$39.52 - $42.54 $1.69 Million - $1.82 Million
42,799 Added 33.26%
171,487 $7.27 Million
Q3 2023

Oct 26, 2023
BUY
$40.3 - $42.05 $1.04 Million - $1.09 Million
25,848 Added 25.13%
128,688 $5.2 Million
Q2 2023

Jul 24, 2023
BUY
$41.55 - $42.94 $634,842 - $656,080
15,279 Added 17.45%
102,840 $4.29 Million
Q1 2023

Apr 27, 2023
BUY
$41.26 - $43.27 $772,345 - $809,971
18,719 Added 27.19%
87,561 $3.72 Million
Q4 2022

Jan 31, 2023
SELL
$40.28 - $42.74 $1.02 Million - $1.08 Million
-25,333 Reduced 26.9%
68,842 $2.86 Million
Q3 2022

Oct 25, 2022
BUY
$41.42 - $44.91 $572,880 - $621,150
13,831 Added 17.21%
94,175 $3.86 Million
Q2 2022

Jul 21, 2022
BUY
$42.49 - $46.23 $3.41 Million - $3.71 Million
80,344 New
80,344 $3.51 Million

Others Institutions Holding DFCF

# of Institutions
290
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email