Pb Mares Wealth Management LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 200,643 shares of DFSD stock, worth $9.67 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
200,643
Previous 131,198 52.93%
Holding current value
$9.67 Million
Previous $6.3 Million 53.51%
% of portfolio
1.59%
Previous 1.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$47.86 - $48.43 $3.32 Million - $3.36 Million
69,445 Added 52.93%
200,643 $9.67 Million
Q2 2025

Jul 18, 2025
BUY
$47.09 - $48.01 $4.46 Million - $4.54 Million
94,636 Added 258.84%
131,198 $6.3 Million
Q1 2025

Apr 23, 2025
BUY
$46.74 - $47.55 $258,705 - $263,189
5,535 Added 17.84%
36,562 $1.74 Million
Q4 2024

Jan 24, 2025
BUY
$46.75 - $47.8 $229,308 - $234,459
4,905 Added 18.78%
31,027 $1.45 Million
Q3 2024

Oct 25, 2024
SELL
$47.0 - $47.84 $37,600 - $38,272
-800 Reduced 2.97%
26,122 $1.25 Million
Q2 2024

Jul 22, 2024
BUY
$46.64 - $47.15 $14,365 - $14,522
308 Added 1.16%
26,922 $1.27 Million
Q1 2024

Apr 29, 2024
BUY
$46.78 - $47.19 $278,341 - $280,780
5,950 Added 28.79%
26,614 $1.25 Million
Q4 2023

Jan 26, 2024
BUY
$46.16 - $47.09 $407,731 - $415,945
8,833 Added 74.66%
20,664 $971,000
Q3 2023

Oct 26, 2023
BUY
$46.24 - $46.65 $27,975 - $28,223
605 Added 5.39%
11,831 $548,000
Q2 2023

Jul 24, 2023
BUY
$46.28 - $46.83 $31,794 - $32,172
687 Added 6.52%
11,226 $520,000
Q1 2023

Apr 27, 2023
BUY
$46.1 - $46.75 $26,138 - $26,507
567 Added 5.69%
10,539 $491,000
Q4 2022

Jan 31, 2023
SELL
$45.19 - $46.47 $272,450 - $280,167
-6,029 Reduced 37.68%
9,972 $459,000
Q3 2022

Oct 25, 2022
SELL
$45.55 - $47.51 $438,874 - $457,758
-9,635 Reduced 37.58%
16,001 $736,000
Q2 2022

Jul 21, 2022
BUY
$46.22 - $47.82 $1.18 Million - $1.23 Million
25,636 New
25,636 $1.2 Million
Q1 2022

Apr 26, 2022
SELL
$47.69 - $49.94 $5.28 Million - $5.53 Million
-110,664 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$49.93 - $50.13 $5.53 Million - $5.55 Million
110,664 New
110,664 $5.53 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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