Pb Mares Wealth Management LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 31,270 shares of DFIP stock, worth $1.31 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

31,270

Previous 32,053 2.44%

Holding current value

$1.31 Million

Previous $1.36 Million 6.57%

% of portfolio

0.26%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$40.31 - $42.43 $31,562 - $33,222	-783 Reduced 2.44%	31,270 $1.27 Million
Q3 2024 Oct 25, 2024	SELL	$40.69 - $42.46 $28,971 - $30,231	-712 Reduced 2.17%	32,053 $1.36 Million
Q2 2024 Jul 22, 2024	SELL	$40.31 - $41.37 $2,660 - $2,730	-66 Reduced 0.2%	32,765 $1.34 Million
Q1 2024 Apr 29, 2024	SELL	$40.58 - $41.54 $63,588 - $65,093	-1,567 Reduced 4.56%	32,831 $1.35 Million
Q4 2023 Jan 26, 2024	SELL	$39.16 - $41.47 $34,382 - $36,410	-878 Reduced 2.49%	34,398 $1.42 Million
Q3 2023 Oct 26, 2023	BUY	$39.65 - $41.67 $88,895 - $93,424	2,242 Added 6.79%	35,276 $1.4 Million
Q2 2023 Jul 24, 2023	BUY	$41.16 - $43.19 $360,396 - $378,171	8,756 Added 36.07%	33,034 $1.36 Million
Q3 2022 Oct 25, 2022	BUY	$40.65 - $46.11 $737,065 - $836,066	18,132 Added 295.02%	24,278 $987,000
Q2 2022 Jul 21, 2022	BUY	$43.79 - $47.31 $269,133 - $290,767	6,146 New	6,146 $270,000

Others Institutions Holding DFIP

# of Institutions

134

Shares Held

14.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Pb Mares Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History