Pb Mares Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 447,156 shares of DFIV stock, worth $16 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
447,156
Previous 443,431 0.84%
Holding current value
$16 Million
Previous $15.9 Million 6.85%
% of portfolio
3.59%
Previous 3.95%

Shares

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

Oct 25, 2024
BUY
$34.66 - $38.38 $129,108 - $142,965
3,725 Added 0.84%
447,156 $17 Million
Q2 2024

Jul 22, 2024
BUY
$35.5 - $38.02 $106,429 - $113,983
2,998 Added 0.68%
443,431 $15.9 Million
Q1 2024

Apr 29, 2024
BUY
$33.15 - $36.75 $249,785 - $276,911
7,535 Added 1.74%
440,433 $16.2 Million
Q4 2023

Jan 26, 2024
BUY
$30.86 - $34.46 $772,240 - $862,327
25,024 Added 6.14%
432,898 $14.9 Million
Q3 2023

Oct 26, 2023
SELL
$32.1 - $34.42 $709,185 - $760,441
-22,093 Reduced 5.14%
407,874 $13.3 Million
Q2 2023

Jul 24, 2023
SELL
$31.45 - $33.77 $216,659 - $232,641
-6,889 Reduced 1.58%
429,967 $14.1 Million
Q1 2023

Apr 27, 2023
SELL
$30.43 - $33.38 $265,958 - $291,741
-8,740 Reduced 1.96%
436,856 $14.1 Million
Q4 2022

Jan 31, 2023
SELL
$25.88 - $31.1 $308,075 - $370,214
-11,904 Reduced 2.6%
445,596 $13.5 Million
Q3 2022

Oct 25, 2022
BUY
$25.71 - $30.57 $847,555 - $1.01 Million
32,966 Added 7.77%
457,500 $11.8 Million
Q2 2022

Jul 21, 2022
BUY
$28.66 - $33.84 $12.2 Million - $14.4 Million
424,534 New
424,534 $12.3 Million
Q1 2022

Apr 26, 2022
SELL
$30.75 - $35.49 $11.5 Million - $13.3 Million
-374,463 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$31.61 - $34.21 $56,992 - $61,680
1,803 Added 0.48%
374,463 $12.3 Million
Q3 2021

Nov 02, 2021
BUY
$32.25 - $33.65 $12 Million - $12.5 Million
372,660 New
372,660 $12.2 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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