Pb Mares Wealth Management LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 238,196 shares of DFAS stock, worth $14.8 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
238,196
Previous 209,735 13.57%
Holding current value
$14.8 Million
Previous $13.6 Million 4.27%
% of portfolio
2.89%
Previous 2.82%

Shares

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

Apr 23, 2025
BUY
$58.81 - $68.2 $1.67 Million - $1.94 Million
28,461 Added 13.57%
238,196 $14.2 Million
Q4 2024

Jan 24, 2025
BUY
$63.58 - $71.15 $529,621 - $592,679
8,330 Added 4.14%
209,735 $13.6 Million
Q3 2024

Oct 25, 2024
BUY
$59.25 - $65.33 $4.04 Million - $4.45 Million
68,107 Added 51.09%
201,405 $13.1 Million
Q2 2024

Jul 22, 2024
SELL
$57.42 - $62.37 $12,976 - $14,095
-226 Reduced 0.17%
133,298 $8.01 Million
Q1 2024

Apr 29, 2024
BUY
$56.66 - $62.34 $226,243 - $248,923
3,993 Added 3.08%
133,524 $8.32 Million
Q4 2023

Jan 26, 2024
BUY
$48.83 - $60.51 $1.19 Million - $1.47 Million
24,326 Added 23.12%
129,531 $7.72 Million
Q3 2023

Oct 26, 2023
BUY
$51.84 - $57.67 $106,894 - $118,915
2,062 Added 2.0%
105,205 $5.52 Million
Q2 2023

Jul 24, 2023
SELL
$49.85 - $54.8 $15,303 - $16,823
-307 Reduced 0.3%
103,143 $5.65 Million
Q1 2023

Apr 27, 2023
SELL
$50.35 - $57.8 $4,531 - $5,202
-90 Reduced 0.09%
103,450 $5.45 Million
Q4 2022

Jan 31, 2023
SELL
$47.77 - $54.73 $562,061 - $643,953
-11,766 Reduced 10.2%
103,540 $5.3 Million
Q3 2022

Oct 25, 2022
BUY
$46.47 - $55.84 $199,542 - $239,776
4,294 Added 3.87%
115,306 $5.36 Million
Q2 2022

Jul 21, 2022
BUY
$46.65 - $56.4 $5.18 Million - $6.26 Million
111,012 New
111,012 $5.33 Million
Q1 2022

Apr 26, 2022
SELL
$53.45 - $60.82 $5.84 Million - $6.65 Million
-109,299 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$56.67 - $63.93 $458,743 - $517,513
8,095 Added 8.0%
109,299 $6.56 Million
Q3 2021

Nov 02, 2021
SELL
$54.69 - $59.43 $23,516 - $25,554
-430 Reduced 0.42%
101,204 $5.82 Million
Q2 2021

Jul 13, 2021
BUY
$56.37 - $58.95 $5.73 Million - $5.99 Million
101,634 New
101,634 $5.94 Million

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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