Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

$483 Million
Q4 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 81,912 shares of DFIS stock, worth $2.12 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

81,912

Previous 54,180 51.18%

Holding current value

$2.12 Million

Previous $1.45 Million 38.4%

% of portfolio

0.42%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$24.25 - $26.7 $672,501 - $740,444	27,732 Added 51.18%	81,912 $2.01 Million
Q3 2024 Oct 25, 2024	BUY	$24.06 - $26.97 $183,385 - $205,565	7,622 Added 16.37%	54,180 $1.45 Million
Q2 2024 Jul 22, 2024	BUY	$24.08 - $25.86 $126,058 - $135,377	5,235 Added 12.67%	46,558 $1.15 Million
Q1 2024 Apr 29, 2024	BUY	$23.13 - $25.1 $211,593 - $229,614	9,148 Added 28.43%	41,323 $1.04 Million
Q4 2023 Jan 26, 2024	BUY	$20.55 - $24.23 $449,017 - $529,425	21,850 Added 211.62%	32,175 $777,000
Q3 2023 Oct 26, 2023	BUY	$21.81 - $23.89 $9,421 - $10,320	432 Added 4.37%	10,325 $226,000
Q2 2023 Jul 24, 2023	SELL	$22.26 - $23.55 $24,419 - $25,834	-1,097 Reduced 9.98%	9,893 $225,000
Q1 2023 Apr 27, 2023	BUY	$21.65 - $23.87 $3,788 - $4,177	175 Added 1.62%	10,990 $252,000
Q4 2022 Jan 31, 2023	BUY	$18.29 - $22.14 $197,806 - $239,444	10,815 New	10,815 $232,000

Others Institutions Holding DFIS

# of Institutions

235

Shares Held

81.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History