Pb Mares Wealth Management LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 32,831 shares of DFIP stock, worth $1.34 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
32,831
Previous 34,398
4.56%
Holding current value
$1.34 Million
Previous $1.42 Million
4.58%
% of portfolio
0.36%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.3 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio