Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PBMares Wealth Management LLC (CIK 1801682) reported $616.9M across 196 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: DFUS ($67.0M, 10.86%), DFCF ($48.2M, 7.81%), DFAU ($45.8M, 7.42%), DFAC ($45.3M, 7.35%), DFAI ($28.1M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $67.0M | 10.86% | 924,690 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $48.2M | 7.81% | 1.1M | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $45.8M | 7.42% | 1.0M | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $45.3M | 7.35% | 1.2M | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $28.1M | 4.56% | 773,507 | Added |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $26.3M | 4.26% | 451,899 | Trimmed |
| 7 | DFNM | DIMENSIONAL ETF TRUST | $25.7M | 4.17% | 536,316 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $25.0M | 4.06% | 663,147 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $20.5M | 3.32% | 444,454 | Added |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $16.4M | 2.66% | 239,977 | Added |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $16.0M | 2.60% | 358,429 | Trimmed |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $12.5M | 2.03% | 397,199 | Added |
| 13 | XOM | EXXON MOBIL CORP | $10.9M | 1.77% | 96,939 | Added |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $9.9M | 1.60% | 324,280 | Added |
| 15 | DFSD | DIMENSIONAL ETF TRUST | $9.7M | 1.57% | 200,643 | Added |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $9.7M | 1.57% | 304,992 | Added |
| 17 | AAPL | APPLE INC | $8.7M | 1.41% | 34,249 | Added |
| 18 | DISV | DIMENSIONAL ETF TRUST | $8.6M | 1.39% | 239,983 | Added |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $8.3M | 1.34% | 263,148 | Trimmed |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $7.6M | 1.24% | 238,465 | Added |
| 21 | MSFT | MICROSOFT CORP | $6.5M | 1.05% | 12,553 | Trimmed |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $5.7M | 0.92% | 178,623 | Added |
| 23 | DFAR | DIMENSIONAL ETF TRUST | $5.1M | 0.83% | 215,273 | Added |
| 24 | HLT | HILTON WORLDWIDE HLDGS INC | $5.0M | 0.81% | 19,285 | Trimmed |
| 25 | DFIS | DIMENSIONAL ETF TRUST | $4.0M | 0.66% | 127,761 | Added |
Source: SEC Form 13F filings · as of 2025-09-30