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

Pb Mares Wealth Management LLC

$483 Million
Q4 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 613,377 shares of DFCF stock, worth $25.8 Million. This represents 5.25% of its overall portfolio holdings.

Number of Shares

613,377

Previous 481,497 27.39%

Holding current value

$25.8 Million

Previous $20.8 Million 22.0%

% of portfolio

5.25%

Previous 4.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$41.17 - $43.34 $5.43 Million - $5.72 Million	131,880 Added 27.39%	613,377 $25.4 Million
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

403

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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