Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 217,984 shares of DFAR stock, worth $5.1 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

217,984

Previous 187,142 16.48%

Holding current value

$5.1 Million

Previous $4.14 Million 35.16%

% of portfolio

1.18%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$21.91 - $26.03 $675,748 - $802,817	30,842 Added 16.48%	217,984 $5.59 Million
Q2 2024 Jul 22, 2024	BUY	$20.41 - $22.23 $543,763 - $592,251	26,642 Added 16.6%	187,142 $4.14 Million
Q1 2024 Apr 29, 2024	BUY	$21.28 - $22.96 $639,421 - $689,902	30,048 Added 23.03%	160,500 $3.59 Million
Q4 2023 Jan 26, 2024	BUY	$18.45 - $23.08 $740,177 - $925,923	40,118 Added 44.41%	130,452 $2.97 Million
Q3 2023 Oct 26, 2023	BUY	$19.26 - $22.35 $130,871 - $151,868	6,795 Added 8.13%	90,334 $1.76 Million
Q2 2023 Jul 24, 2023	BUY	$20.22 - $21.63 $204,565 - $218,830	10,117 Added 13.78%	83,539 $1.8 Million
Q1 2023 Apr 27, 2023	SELL	$19.83 - $23.92 $15,348 - $18,514	-774 Reduced 1.04%	73,422 $1.58 Million
Q4 2022 Jan 31, 2023	BUY	$19.45 - $22.52 $1.44 Million - $1.67 Million	74,196 New	74,196 $1.57 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History