Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 275,287 shares of DFAX stock, worth $6.97 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
275,287
Previous 284,316 3.18%
Holding current value
$6.97 Million
Previous $7.23 Million 2.88%
% of portfolio
1.57%
Previous 1.79%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$24.29 - $27.25 $219,314 - $246,040
-9,029 Reduced 3.18%
275,287 $7.44 Million
Q2 2024

Jul 22, 2024
SELL
$24.57 - $26.36 $56,953 - $61,102
-2,318 Reduced 0.81%
284,316 $7.23 Million
Q1 2024

Apr 29, 2024
BUY
$23.42 - $25.45 $90,705 - $98,567
3,873 Added 1.37%
286,634 $7.29 Million
Q4 2023

Jan 26, 2024
SELL
$21.44 - $24.42 $63,205 - $71,990
-2,948 Reduced 1.03%
282,761 $6.91 Million
Q3 2023

Oct 26, 2023
SELL
$22.41 - $24.35 $171,929 - $186,813
-7,672 Reduced 2.62%
285,709 $6.43 Million
Q2 2023

Jul 24, 2023
BUY
$22.56 - $24.03 $21,499 - $22,900
953 Added 0.33%
293,381 $6.84 Million
Q1 2023

Apr 27, 2023
SELL
$21.74 - $23.72 $11,326 - $12,358
-521 Reduced 0.18%
292,428 $6.74 Million
Q4 2022

Jan 31, 2023
SELL
$18.81 - $22.36 $212,308 - $252,377
-11,287 Reduced 3.71%
292,949 $6.33 Million
Q3 2022

Oct 25, 2022
SELL
$18.89 - $22.64 $470,304 - $563,668
-24,897 Reduced 7.56%
304,236 $5.75 Million
Q2 2022

Jul 21, 2022
BUY
$21.22 - $25.37 $6.98 Million - $8.35 Million
329,133 New
329,133 $7.06 Million
Q1 2022

Apr 26, 2022
SELL
$23.26 - $26.72 $6.82 Million - $7.83 Million
-293,158 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$25.17 - $26.82 $207,350 - $220,943
8,238 Added 2.89%
293,158 $7.65 Million
Q3 2021

Nov 02, 2021
BUY
$25.83 - $27.21 $7.36 Million - $7.75 Million
284,920 New
284,920 $7.37 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email