PBMares Wealth Management LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1801682
WILLIAMSBURG, VA
All Filings in DFSD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFSD | $1,247,064 | 26,122 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 DFSD | $1,265,334 | 26,922 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 DFSD | $1,251,922 | 26,614 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 DFSD | $971,414 | 20,664 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DFSD | $548,721 | 11,831 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 DFSD | $520,325 | 11,226 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 DFSD | $491,749 | 10,539 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 DFSD | $459,609 | 9,972 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DFSD | $736,046 | 16,001 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 DFSD | $1,201,815 | 25,636 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 DFSD | $5,533,200 | 110,664 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||