PBMares Wealth Management LLC's ownership history for DFIV

PBMares Wealth Management LLC currently holds 444.5K shares with a market value of $20.5M. It started holding DFIV on 2024-09-30. At its peak, it held 448.8K shares on 2024-12-31. Its highest holding value was $20.5M on 2025-09-30. At its lowest, it held 436.6K shares on 2025-03-31, with a value of $15.9M on 2024-12-31. In the recent 180 days, PBMares Wealth Management LLC has increased its shares by 7.9K. In the recent year, PBMares Wealth Management LLC has decreased its shares by 2.7K.