Pb Mares Wealth Management LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 686,734 shares of DFUS stock, worth $44.4 Million. This represents 9.01% of its overall portfolio holdings.

Number of Shares
686,734
Previous 243,443 182.09%
Holding current value
$44.4 Million
Previous $14.3 Million 198.16%
% of portfolio
9.01%
Previous 3.55%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$56.04 - $62.2 $24.8 Million - $27.6 Million
443,291 Added 182.09%
686,734 $42.7 Million
Q2 2024

Jul 22, 2024
BUY
$53.83 - $59.14 $404,532 - $444,437
7,515 Added 3.19%
243,443 $14.3 Million
Q1 2024

Apr 29, 2024
SELL
$50.79 - $56.98 $39,362 - $44,159
-775 Reduced 0.33%
235,928 $13.4 Million
Q4 2023

Jan 26, 2024
BUY
$44.51 - $52.0 $235,012 - $274,560
5,280 Added 2.28%
236,703 $12.3 Million
Q3 2023

Oct 26, 2023
SELL
$46.29 - $49.87 $300,468 - $323,706
-6,491 Reduced 2.73%
231,423 $10.8 Million
Q2 2023

Jul 24, 2023
SELL
$43.77 - $48.16 $896,059 - $985,931
-20,472 Reduced 7.92%
237,914 $11.5 Million
Q1 2023

Apr 27, 2023
SELL
$41.24 - $45.43 $62,354 - $68,690
-1,512 Reduced 0.58%
258,386 $11.5 Million
Q4 2022

Jan 31, 2023
BUY
$38.86 - $44.32 $160,258 - $182,775
4,124 Added 1.61%
259,898 $10.8 Million
Q3 2022

Oct 25, 2022
SELL
$38.82 - $46.57 $28,299 - $33,949
-729 Reduced 0.28%
255,774 $9.93 Million
Q2 2022

Jul 21, 2022
BUY
$39.62 - $49.51 $10.2 Million - $12.7 Million
256,503 New
256,503 $10.5 Million
Q1 2022

Apr 26, 2022
SELL
$45.16 - $52.01 $8.48 Million - $9.77 Million
-187,768 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
$47.05 - $51.98 $170,885 - $188,791
-3,632 Reduced 1.9%
187,768 $9.71 Million
Q3 2021

Nov 02, 2021
SELL
$46.48 - $49.7 $216,875 - $231,900
-4,666 Reduced 2.38%
191,400 $9.03 Million
Q2 2021

Jul 13, 2021
BUY
$45.75 - $47.12 $8.97 Million - $9.24 Million
196,066 New
196,066 $9.24 Million

Others Institutions Holding DFUS

# of Institutions
643
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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