Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

  • $539 Million
  • Q2 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 120,637 shares of DFIS stock, worth $3.86 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
120,637
Previous 103,251 16.84%
Holding current value
$3.86 Million
Previous $2.67 Million 34.9%
% of portfolio
0.67%
Previous 0.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$23.2 - $29.84 $403,355 - $518,798
17,386 Added 16.84%
120,637 $3.6 Million
Q1 2025

Apr 23, 2025
BUY
$23.92 - $26.89 $510,428 - $573,805
21,339 Added 26.05%
103,251 $2.67 Million
Q4 2024

Jan 24, 2025
BUY
$24.25 - $26.7 $672,501 - $740,444
27,732 Added 51.18%
81,912 $2.01 Million
Q3 2024

Oct 25, 2024
BUY
$24.06 - $26.97 $183,385 - $205,565
7,622 Added 16.37%
54,180 $1.45 Million
Q2 2024

Jul 22, 2024
BUY
$24.08 - $25.86 $126,058 - $135,377
5,235 Added 12.67%
46,558 $1.15 Million
Q1 2024

Apr 29, 2024
BUY
$23.13 - $25.1 $211,593 - $229,614
9,148 Added 28.43%
41,323 $1.04 Million
Q4 2023

Jan 26, 2024
BUY
$20.55 - $24.23 $449,017 - $529,425
21,850 Added 211.62%
32,175 $777,000
Q3 2023

Oct 26, 2023
BUY
$21.81 - $23.89 $9,421 - $10,320
432 Added 4.37%
10,325 $226,000
Q2 2023

Jul 24, 2023
SELL
$22.26 - $23.55 $24,419 - $25,834
-1,097 Reduced 9.98%
9,893 $225,000
Q1 2023

Apr 27, 2023
BUY
$21.65 - $23.87 $3,788 - $4,177
175 Added 1.62%
10,990 $252,000
Q4 2022

Jan 31, 2023
BUY
$18.29 - $22.14 $197,806 - $239,444
10,815 New
10,815 $232,000

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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