PWM
PBMares Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
30,290
-636
| -2% | -$26.6K | 0.23% | 55 |
|
|
2025
Q1 | $1.3M | Sell |
30,926
-344
| -1% | -$14.5K | 0.26% | 54 |
|
|
2024
Q4 | $1.27M | Sell |
31,270
-783
| -2% | -$31.7K | 0.26% | 57 |
|
|
2024
Q3 | $1.36M | Sell |
32,053
-712
| -2% | -$30.1K | 0.28% | 51 |
|
|
2024
Q2 | $1.34M | Sell |
32,765
-66
| -0.2% | -$2.7K | 0.33% | 47 |
|
|
2024
Q1 | $1.35M | Sell |
32,831
-1,567
| -5% | -$64.6K | 0.35% | 47 |
|
|
2023
Q4 | $1.42M | Sell |
34,398
-878
| -2% | -$36.2K | 0.43% | 41 |
|
|
2023
Q3 | $1.4M | Buy |
35,276
+2,242
| +7% | +$89.2K | 0.51% | 35 |
|
|
2023
Q2 | $1.36M | Buy |
33,034
+8,756
| +36% | +$362K | 0.49% | 40 |
|
|
2023
Q1 | $1.04M | Hold |
24,278
| – | – | 0.39% | 47 |
|
|
2022
Q4 | $999K | Hold |
24,278
| – | – | 0.4% | 49 |
|
|
2022
Q3 | $987K | Buy |
24,278
+18,132
| +295% | +$737K | 0.43% | 47 |
|
|
2022
Q2 | $270K | Buy |
+6,146
| New | +$270K | 0.12% | 125 |
|