Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

$492 Million
Q1 2025

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 561,253 shares of DUHP stock, worth $18.3 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

561,253

Previous 514,928 9.0%

Holding current value

$18.3 Million

Previous $17.4 Million 6.9%

% of portfolio

3.78%

Previous 3.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$32.57 - $35.82 $1.51 Million - $1.66 Million	46,325 Added 9.0%	561,253 $18.6 Million
Q4 2024 Jan 24, 2025	BUY	$33.62 - $35.69 $955,177 - $1.01 Million	28,411 Added 5.84%	514,928 $17.4 Million
Q3 2024 Oct 25, 2024	BUY	$30.74 - $34.07 $3.46 Million - $3.84 Million	112,567 Added 30.1%	486,517 $16.6 Million
Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.4 $1.69 Million - $1.84 Million	56,935 Added 17.96%	373,950 $12 Million
Q1 2024 Apr 29, 2024	BUY	$28.16 - $31.61 $1.72 Million - $1.93 Million	60,997 Added 23.83%	317,015 $10 Million
Q4 2023 Jan 26, 2024	BUY	$24.79 - $28.64 $2.02 Million - $2.34 Million	81,615 Added 46.8%	256,018 $7.32 Million
Q3 2023 Oct 26, 2023	BUY	$25.64 - $27.32 $795,660 - $847,794	31,032 Added 21.64%	174,403 $4.48 Million
Q2 2023 Jul 24, 2023	BUY	$24.51 - $26.54 $206,986 - $224,130	8,445 Added 6.26%	143,371 $3.81 Million
Q1 2023 Apr 27, 2023	BUY	$23.91 - $25.61 $191,566 - $205,187	8,012 Added 6.31%	134,926 $3.39 Million
Q4 2022 Jan 31, 2023	BUY	$21.59 - $25.35 $895,985 - $1.05 Million	41,500 Added 48.59%	126,914 $3.05 Million
Q3 2022 Oct 25, 2022	BUY	$21.34 - $25.56 $106,742 - $127,851	5,002 Added 6.22%	85,414 $1.82 Million
Q2 2022 Jul 21, 2022	BUY	$21.86 - $26.49 $1.76 Million - $2.13 Million	80,412 New	80,412 $1.81 Million

Others Institutions Holding DUHP

# of Institutions

406

Shares Held

223M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History