Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Pb Mares Wealth Management LLC

$492 Million
Q1 2025

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 197,683 shares of DISV stock, worth $5.85 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

197,683

Previous 179,741 9.98%

Holding current value

$5.85 Million

Previous $4.78 Million 20.54%

% of portfolio

1.17%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$26.09 - $30.21 $468,106 - $542,027	17,942 Added 9.98%	197,683 $5.76 Million
Q4 2024 Jan 24, 2025	BUY	$26.18 - $28.77 $411,392 - $452,091	15,714 Added 9.58%	179,741 $4.78 Million
Q3 2024 Oct 25, 2024	BUY	$26.06 - $29.18 $1.33 Million - $1.49 Million	51,077 Added 45.22%	164,027 $4.77 Million
Q2 2024 Jul 22, 2024	BUY	$26.23 - $28.56 $485,123 - $528,217	18,495 Added 19.58%	112,950 $3.04 Million
Q1 2024 Apr 29, 2024	BUY	$24.73 - $27.24 $513,518 - $565,638	20,765 Added 28.18%	94,455 $2.57 Million
Q4 2023 Jan 26, 2024	BUY	$22.43 - $25.87 $390,887 - $450,836	17,427 Added 30.97%	73,690 $1.9 Million
Q3 2023 Oct 26, 2023	BUY	$23.27 - $25.13 $121,004 - $130,676	5,200 Added 10.18%	56,263 $1.34 Million
Q2 2023 Jul 24, 2023	BUY	$23.01 - $24.6 $129,753 - $138,719	5,639 Added 12.41%	51,063 $1.21 Million
Q1 2023 Apr 27, 2023	BUY	$22.4 - $24.75 $72,262 - $79,843	3,226 Added 7.64%	45,424 $1.08 Million
Q4 2022 Jan 31, 2023	BUY	$18.45 - $22.54 $111,862 - $136,660	6,063 Added 16.78%	42,198 $937,000
Q3 2022 Oct 25, 2022	BUY	$18.36 - $22.57 $223,275 - $274,473	12,161 Added 50.73%	36,135 $671,000
Q2 2022 Jul 21, 2022	BUY	$21.05 - $25.01 $504,652 - $599,589	23,974 New	23,974 $505,000

Others Institutions Holding DISV

# of Institutions

326

Shares Held

66.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Account

Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History