PBMares Wealth Management LLC: DFAX position timeline

PBMares Wealth Management LLC held 263,148 DFAX shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 263,148 shares

   Change vs previous 13F -1,454 shares

   1.34% of the 13F portfolio, value $8,257,587.

   13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 264,602 shares

   Change vs previous 13F -792 shares

   1.42% of the 13F portfolio, value $7,771,351.

   13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 265,394 shares

   Change vs previous 13F -26,730 shares

   1.39% of the 13F portfolio, value $6,953,314.

   13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 292,124 shares

   Change vs previous 13F +16,837 shares

   1.48% of the 13F portfolio, value $7,262,200.

   13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 275,287 shares

   Change vs previous 13F -9,029 shares

   1.55% of the 13F portfolio, value $7,435,508.

   13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 284,316 shares

   Change vs previous 13F -2,318 shares

   1.77% of the 13F portfolio, value $7,227,314.

   13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 286,634 shares

   Change vs previous 13F +3,873 shares

   1.9% of the 13F portfolio, value $7,291,969.

   13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 282,761 shares

   Change vs previous 13F not available

   2.07% of the 13F portfolio, value $6,905,032.

   13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).