Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History

Pb Mares Wealth Management LLC

$609 Million
Q3 2025

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 263,148 shares of DFAX stock, worth $8.42 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

263,148

Previous 264,602 0.55%

Holding current value

$8.42 Million

Previous $7.77 Million 6.25%

% of portfolio

1.36%

Previous 1.44%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$29.25 - $31.56 $42,529 - $45,888	-1,454 Reduced 0.55%	263,148 $8.26 Million
Q2 2025 Jul 18, 2025	SELL	$23.37 - $29.39 $18,509 - $23,276	-792 Reduced 0.3%	264,602 $7.77 Million
Q1 2025 Apr 23, 2025	SELL	$24.45 - $27.2 $653,548 - $727,056	-26,730 Reduced 9.15%	265,394 $6.95 Million
Q4 2024 Jan 24, 2025	BUY	$24.76 - $27.04 $416,884 - $455,272	16,837 Added 6.12%	292,124 $7.26 Million
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

666

Shares Held

257M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History