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

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 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 481,497 shares of DFCF stock, worth $20 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
481,497
Previous 385,667 24.85%
Holding current value
$20 Million
Previous $16 Million 29.81%
% of portfolio
4.38%
Previous 3.97%

Shares

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

Oct 25, 2024
BUY
$41.34 - $43.55 $3.96 Million - $4.17 Million
95,830 Added 24.85%
481,497 $20.8 Million
Q2 2024

Jul 22, 2024
BUY
$40.79 - $41.97 $5.36 Million - $5.52 Million
131,420 Added 51.69%
385,667 $16 Million
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
$39.82 - $42.74 $1.01 Million - $1.08 Million
-25,333 Reduced 26.9%
68,842 $2.86 Million
Q3 2022

Oct 25, 2022
BUY
$40.64 - $44.91 $562,091 - $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
331
Shares Held
88.3M
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
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