Pb Mares Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 381,657 shares of DFAE stock, worth $9.86 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
381,657
Previous 343,633 11.07%
Holding current value
$9.86 Million
Previous $8.89 Million 17.68%
% of portfolio
2.21%
Previous 2.2%

Shares

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

Oct 25, 2024
BUY
$24.46 - $27.82 $930,067 - $1.06 Million
38,024 Added 11.07%
381,657 $10.5 Million
Q2 2024

Jul 22, 2024
BUY
$24.03 - $26.3 $783,546 - $857,564
32,607 Added 10.48%
343,633 $8.89 Million
Q1 2024

Apr 29, 2024
BUY
$22.74 - $24.88 $1.09 Million - $1.19 Million
47,742 Added 18.13%
311,026 $7.69 Million
Q4 2023

Jan 26, 2024
BUY
$21.63 - $24.11 $1.33 Million - $1.48 Million
61,556 Added 30.51%
263,284 $6.35 Million
Q3 2023

Oct 26, 2023
BUY
$22.43 - $24.83 $102,527 - $113,497
4,571 Added 2.32%
201,728 $4.55 Million
Q2 2023

Jul 24, 2023
BUY
$22.38 - $24.3 $124,746 - $135,448
5,574 Added 2.91%
197,157 $4.63 Million
Q1 2023

Apr 27, 2023
BUY
$21.78 - $24.36 $86,118 - $96,319
3,954 Added 2.11%
191,583 $4.41 Million
Q4 2022

Jan 31, 2023
BUY
$19.67 - $22.73 $1.62 Million - $1.87 Million
82,342 Added 78.21%
187,629 $4.12 Million
Q3 2022

Oct 25, 2022
SELL
$20.09 - $23.68 $643,161 - $758,091
-32,014 Reduced 23.32%
105,287 $2.12 Million
Q2 2022

Jul 21, 2022
SELL
$22.9 - $27.06 $1.39 Million - $1.64 Million
-60,502 Reduced 30.59%
137,301 $3.18 Million
Q1 2022

Apr 26, 2022
BUY
$24.29 - $28.31 $3 Million - $3.49 Million
123,310 Added 165.53%
197,803 $5.19 Million
Q4 2021

Feb 02, 2022
SELL
$26.45 - $28.31 $1.89 Million - $2.02 Million
-71,281 Reduced 48.9%
74,493 $2.04 Million
Q3 2021

Nov 02, 2021
BUY
$26.95 - $29.48 $645,641 - $706,252
23,957 Added 19.67%
145,774 $3.97 Million
Q2 2021

Jul 13, 2021
BUY
$27.87 - $30.1 $210,585 - $227,435
7,556 Added 6.61%
121,817 $3.61 Million
Q1 2021

Apr 15, 2021
BUY
$27.13 - $29.82 $2.01 Million - $2.21 Million
74,211 Added 185.3%
114,261 $3.21 Million
Q4 2020

Jan 25, 2021
BUY
$25.62 - $26.92 $1.03 Million - $1.08 Million
40,050 New
40,050 $1.08 Million

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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