Pb Mares Wealth Management LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 417,058 shares of DFNM stock, worth $20 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

417,058

Previous 402,263 3.68%

Holding current value

$20 Million

Previous $19.5 Million 2.06%

% of portfolio

4.12%

Previous 4.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$47.65 - $48.6 $704,981 - $719,037	14,795 Added 3.68%	417,058 $19.9 Million
Q3 2024 Oct 25, 2024	BUY	$47.7 - $48.54 $2.2 Million - $2.24 Million	46,136 Added 12.95%	402,263 $19.5 Million
Q2 2024 Jul 22, 2024	BUY	$47.4 - $48.0 $2.09 Million - $2.12 Million	44,079 Added 14.13%	356,127 $17 Million
Q1 2024 Apr 29, 2024	BUY	$48.08 - $48.49 $1.34 Million - $1.36 Million	27,945 Added 9.84%	312,048 $15 Million
Q4 2023 Jan 26, 2024	BUY	$46.17 - $48.51 $1.13 Million - $1.18 Million	24,372 Added 9.38%	284,103 $13.8 Million
Q3 2023 Oct 26, 2023	BUY	$46.44 - $47.81 $884,774 - $910,876	19,052 Added 7.92%	259,731 $12.1 Million
Q2 2023 Jul 24, 2023	BUY	$47.15 - $48.62 $187,044 - $192,875	3,967 Added 1.68%	240,679 $11.5 Million
Q1 2023 Apr 27, 2023	BUY	$47.4 - $48.69 $330,188 - $339,174	6,966 Added 3.03%	236,712 $11.4 Million
Q4 2022 Jan 31, 2023	BUY	$46.51 - $48.03 $4.47 Million - $4.61 Million	96,054 Added 71.85%	229,746 $11 Million
Q3 2022 Oct 25, 2022	BUY	$46.65 - $48.89 $1.65 Million - $1.72 Million	35,265 Added 35.83%	133,692 $6.24 Million
Q2 2022 Jul 21, 2022	BUY	$47.55 - $48.44 $4.68 Million - $4.77 Million	98,427 New	98,427 $4.73 Million

Others Institutions Holding DFNM

# of Institutions

209

Shares Held

22.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Pb Mares Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History