Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

  • $404 Million
  • Q2 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 112,950 shares of DISV stock, worth $3.2 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
112,950
Previous 94,455 19.58%
Holding current value
$3.2 Million
Previous $2.57 Million 18.34%
% of portfolio
0.75%
Previous 0.68%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$26.23 - $28.56 $485,123 - $528,217
18,495 Added 19.58%
112,950 $3.04 Million
Q1 2024

Apr 29, 2024
BUY
$24.73 - $27.24 $513,518 - $565,638
20,765 Added 28.18%
94,455 $2.57 Million
Q4 2023

Jan 26, 2024
BUY
$22.43 - $25.87 $390,887 - $450,836
17,427 Added 30.97%
73,690 $1.9 Million
Q3 2023

Oct 26, 2023
BUY
$23.27 - $25.13 $121,004 - $130,676
5,200 Added 10.18%
56,263 $1.34 Million
Q2 2023

Jul 24, 2023
BUY
$23.01 - $24.6 $129,753 - $138,719
5,639 Added 12.41%
51,063 $1.21 Million
Q1 2023

Apr 27, 2023
BUY
$22.4 - $24.75 $72,262 - $79,843
3,226 Added 7.64%
45,424 $1.08 Million
Q4 2022

Jan 31, 2023
BUY
$18.45 - $22.54 $111,862 - $136,660
6,063 Added 16.78%
42,198 $937,000
Q3 2022

Oct 25, 2022
BUY
$18.36 - $22.57 $223,275 - $274,473
12,161 Added 50.73%
36,135 $671,000
Q2 2022

Jul 21, 2022
BUY
$21.05 - $25.01 $504,652 - $599,589
23,974 New
23,974 $505,000

Others Institutions Holding DISV

# of Institutions
264
Shares Held
56.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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