Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PBMARES WEALTH MANAGEMENT LLC 07-22-2024 06-30-2024 183 407,467,903
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DIMENSIONAL ETF TRUST US CORE EQUITY 2 1 $44,017,943 1,365,321 0.01 0.01 62,000 4.76 06-30-2024
DIMENSIONAL ETF TRUST US CORE EQT MKT 2 $28,407,375 757,732 0.01 0.01 75,529 11.07 06-30-2024
DIMENSIONAL ETF TRUST US TARGETED VLU 3 $20,284,001 391,055 0.00 0.01 2,964 0.76 06-30-2024
DIMENSIONAL ETF TRUST NATL MUN BD ETF 4 $17,012,169 356,127 0.00 0.00 44,079 14.13 06-30-2024
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