Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 317,015 shares of DUHP stock, worth $10.2 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
317,015
Previous 256,018 23.83%
Holding current value
$10.2 Million
Previous $7.32 Million 36.81%
% of portfolio
2.64%
Previous 2.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$28.16 - $31.61 $1.72 Million - $1.93 Million
60,997 Added 23.83%
317,015 $10 Million
Q4 2023

Jan 26, 2024
BUY
$24.79 - $28.64 $2.02 Million - $2.34 Million
81,615 Added 46.8%
256,018 $7.32 Million
Q3 2023

Oct 26, 2023
BUY
$25.64 - $27.32 $795,660 - $847,794
31,032 Added 21.64%
174,403 $4.48 Million
Q2 2023

Jul 24, 2023
BUY
$24.51 - $26.54 $206,986 - $224,130
8,445 Added 6.26%
143,371 $3.81 Million
Q1 2023

Apr 27, 2023
BUY
$23.91 - $25.61 $191,566 - $205,187
8,012 Added 6.31%
134,926 $3.39 Million
Q4 2022

Jan 31, 2023
BUY
$22.82 - $25.35 $947,030 - $1.05 Million
41,500 Added 48.59%
126,914 $3.05 Million
Q3 2022

Oct 25, 2022
BUY
$21.92 - $25.56 $109,643 - $127,851
5,002 Added 6.22%
85,414 $1.82 Million
Q2 2022

Jul 21, 2022
BUY
$21.86 - $26.49 $1.76 Million - $2.13 Million
80,412 New
80,412 $1.81 Million

Others Institutions Holding DUHP

# of Institutions
268
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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