Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

$483 Million
Q4 2024

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 193,100 shares of DFSV stock, worth $5.75 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

193,100

Previous 185,606 4.04%

Holding current value

$5.75 Million

Previous $5.72 Million 3.97%

% of portfolio

1.23%

Previous 1.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $226,168 - $253,821	7,494 Added 4.04%	193,100 $5.94 Million
Q3 2024 Oct 25, 2024	BUY	$28.25 - $31.7 $1.25 Million - $1.4 Million	44,088 Added 31.15%	185,606 $5.72 Million
Q2 2024 Jul 22, 2024	BUY	$27.81 - $30.13 $249,066 - $269,844	8,956 Added 6.76%	141,518 $4.07 Million
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $959,432 - $1.05 Million	34,952 Added 35.81%	132,562 $3.99 Million
Q4 2023 Jan 26, 2024	BUY	$23.61 - $29.53 $1.23 Million - $1.54 Million	52,224 Added 115.07%	97,610 $2.84 Million
Q3 2023 Oct 26, 2023	BUY	$24.97 - $27.69 $192,718 - $213,711	7,718 Added 20.49%	45,386 $1.15 Million
Q2 2023 Jul 24, 2023	BUY	$23.17 - $25.7 $180,401 - $200,100	7,786 Added 26.06%	37,668 $968,000
Q1 2023 Apr 27, 2023	BUY	$23.74 - $28.31 $139,709 - $166,604	5,885 Added 24.52%	29,882 $744,000
Q4 2022 Jan 31, 2023	BUY	$22.47 - $26.46 $539,212 - $634,960	23,997 New	23,997 $594,000

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History