Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025

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 200,413 shares of DFAR stock, worth $4.67 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
200,413
Previous 225,486 11.12%
Holding current value
$4.67 Million
Previous $5.25 Million 9.22%
% of portfolio
0.97%
Previous 1.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$22.35 - $24.52 $560,381 - $614,789
-25,073 Reduced 11.12%
200,413 $4.76 Million
Q4 2024

Jan 24, 2025
BUY
$22.72 - $25.76 $170,445 - $193,251
7,502 Added 3.44%
225,486 $5.25 Million
Q3 2024

Oct 25, 2024
BUY
$21.91 - $26.03 $675,748 - $802,817
30,842 Added 16.48%
217,984 $5.59 Million
Q2 2024

Jul 22, 2024
BUY
$20.41 - $22.23 $543,763 - $592,251
26,642 Added 16.6%
187,142 $4.14 Million
Q1 2024

Apr 29, 2024
BUY
$21.28 - $22.96 $639,421 - $689,902
30,048 Added 23.03%
160,500 $3.59 Million
Q4 2023

Jan 26, 2024
BUY
$18.45 - $23.08 $740,177 - $925,923
40,118 Added 44.41%
130,452 $2.97 Million
Q3 2023

Oct 26, 2023
BUY
$19.26 - $22.35 $130,871 - $151,868
6,795 Added 8.13%
90,334 $1.76 Million
Q2 2023

Jul 24, 2023
BUY
$20.22 - $21.63 $204,565 - $218,830
10,117 Added 13.78%
83,539 $1.8 Million
Q1 2023

Apr 27, 2023
SELL
$19.83 - $23.92 $15,348 - $18,514
-774 Reduced 1.04%
73,422 $1.58 Million
Q4 2022

Jan 31, 2023
BUY
$19.45 - $22.52 $1.44 Million - $1.67 Million
74,196 New
74,196 $1.57 Million

Others Institutions Holding DFAR

# of Institutions
255
Shares Held
41.8M
Call Options Held
1.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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