Pb Mares Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
Pb Mares Wealth Management LLC
- $609 Million
- Q3 2025
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 30,090 shares of DFIP stock, worth $1.27 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
30,090
Previous 30,290
0.66%
Holding current value
$1.27 Million
Previous $1.27 Million
0.32%
% of portfolio
0.21%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio