Pb Mares Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 364,462 shares of DFUV stock, worth $15.6 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

364,462

Previous 360,119 1.21%

Holding current value

$15.6 Million

Previous $14.8 Million 3.83%

% of portfolio

2.86%

Previous 3.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$36.25 - $42.28 $157,433 - $183,622	4,343 Added 1.21%	364,462 $15.4 Million
Q1 2025 Apr 23, 2025	SELL	$39.96 - $43.3 $875,883 - $949,092	-21,919 Reduced 5.74%	360,119 $14.8 Million
Q4 2024 Jan 24, 2025	SELL	$40.38 - $44.35 $88,836 - $97,570	-2,200 Reduced 0.57%	382,038 $15.6 Million
Q3 2024 Oct 25, 2024	BUY	$38.51 - $41.69 $68,085 - $73,707	1,768 Added 0.46%	384,238 $16 Million
Q2 2024 Jul 22, 2024	BUY	$38.53 - $40.76 $72,474 - $76,669	1,881 Added 0.49%	382,470 $15 Million
Q1 2024 Apr 29, 2024	SELL	$36.22 - $40.9 $10,467 - $11,820	-289 Reduced 0.08%	380,589 $15.6 Million
Q4 2023 Jan 26, 2024	BUY	$31.85 - $37.39 $124,501 - $146,157	3,909 Added 1.04%	380,878 $14.2 Million
Q3 2023 Oct 26, 2023	BUY	$33.83 - $36.19 $32,104 - $34,344	949 Added 0.25%	376,969 $12.8 Million
Q2 2023 Jul 24, 2023	SELL	$32.32 - $34.5 $192,045 - $204,999	-5,942 Reduced 1.56%	376,020 $13 Million
Q1 2023 Apr 27, 2023	SELL	$31.9 - $35.83 $55,537 - $62,380	-1,741 Reduced 0.45%	381,962 $12.8 Million
Q4 2022 Jan 31, 2023	BUY	$30.23 - $35.36 $2,418 - $2,828	80 Added 0.02%	383,703 $12.8 Million
Q3 2022 Oct 25, 2022	BUY	$29.6 - $34.78 $683,848 - $803,522	23,103 Added 6.41%	383,623 $11.4 Million
Q2 2022 Jul 21, 2022	BUY	$30.92 - $35.31 $11.1 Million - $12.7 Million	360,520 New	360,520 $11.4 Million

Others Institutions Holding DFUV

# of Institutions

736

Shares Held

276M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Pb Mares Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History