PBMares Wealth Management LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1801682
WILLIAMSBURG, VA
All Filings in DFIP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFIP | $1,355,200 | 32,053 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 DFIP | $1,337,958 | 32,765 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 DFIP | $1,354,278 | 32,831 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 DFIP | $1,419,949 | 34,398 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DFIP | $1,402,926 | 35,276 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 DFIP | $1,364,634 | 33,034 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 DFIP | $1,039,778 | 24,278 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 DFIP | $999,282 | 24,278 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DFIP | $986,900 | 24,278 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 DFIP | $270,331 | 6,146 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||