Pb Mares Wealth Management LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 402,263 shares of DFNM stock, worth $19.3 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares
402,263
Previous 356,127 12.95%
Holding current value
$19.3 Million
Previous $17 Million 14.77%
% of portfolio
4.12%
Previous 4.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
202
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

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