PBMares Wealth Management LLC
Q4 2024 13F Holdings
- Locationwilliamsburg, VA
- Num holdings
194
- Value ($000)
$489,307
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001801682
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $47.65M | 10 % | 747,513 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $37.05M | 8 % | 1,071,199 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $35.96M | 7 % | 888,185 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $25.31M | 5 % | 613,377 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $23.45M | 5 % | 421,383 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $20.81M | 4 % | 712,641 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $19.92M | 4 % | 417,058 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $17.40M | 4 % | 514,928 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $15.92M | 3 % | 448,795 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $15.63M | 3 % | 382,038 |
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