Pb Mares Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 382,038 shares of DFUV stock, worth $16.4 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
382,038
Previous 384,238 0.57%
Holding current value
$16.4 Million
Previous $16 Million 2.41%
% of portfolio
3.23%
Previous 3.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$40.38 - $44.35 $88,836 - $97,570
-2,200 Reduced 0.57%
382,038 $15.6 Million
Q3 2024

Oct 25, 2024
BUY
$38.51 - $41.69 $68,085 - $73,707
1,768 Added 0.46%
384,238 $16 Million
Q2 2024

Jul 22, 2024
BUY
$38.53 - $40.76 $72,474 - $76,669
1,881 Added 0.49%
382,470 $15 Million
Q1 2024

Apr 29, 2024
SELL
$36.22 - $40.9 $10,467 - $11,820
-289 Reduced 0.08%
380,589 $15.6 Million
Q4 2023

Jan 26, 2024
BUY
$31.85 - $37.39 $124,501 - $146,157
3,909 Added 1.04%
380,878 $14.2 Million
Q3 2023

Oct 26, 2023
BUY
$33.83 - $36.19 $32,104 - $34,344
949 Added 0.25%
376,969 $12.8 Million
Q2 2023

Jul 24, 2023
SELL
$32.32 - $34.5 $192,045 - $204,999
-5,942 Reduced 1.56%
376,020 $13 Million
Q1 2023

Apr 27, 2023
SELL
$31.9 - $35.83 $55,537 - $62,380
-1,741 Reduced 0.45%
381,962 $12.8 Million
Q4 2022

Jan 31, 2023
BUY
$30.23 - $35.36 $2,418 - $2,828
80 Added 0.02%
383,703 $12.8 Million
Q3 2022

Oct 25, 2022
BUY
$29.6 - $34.78 $683,848 - $803,522
23,103 Added 6.41%
383,623 $11.4 Million
Q2 2022

Jul 21, 2022
BUY
$30.92 - $35.31 $11.1 Million - $12.7 Million
360,520 New
360,520 $11.4 Million

Others Institutions Holding DFUV

# of Institutions
653
Shares Held
268M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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