Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 185,606 shares of DFSV stock, worth $5.9 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
185,606
Previous 141,518 31.15%
Holding current value
$5.9 Million
Previous $4.07 Million 40.37%
% of portfolio
1.21%
Previous 1.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
340
Shares Held
95.2M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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