PBMares Wealth Management LLC — 13F holdings

PBMares Wealth Management LLC reported 196 holdings worth $617M in its 13F filing for Q3 2025, filed October 27, 2025.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $67.0M (10.9%)
  2. DFCF DIMENSIONAL ETF TRUST — $48.2M (7.8%)
  3. DFAU DIMENSIONAL ETF TRUST — $45.8M (7.4%)
  4. DIMENSIONAL ETF TRUST — $45.3M (7.3%)
  5. DFAI DIMENSIONAL ETF TRUST — $28.1M (4.6%)
  6. DIMENSIONAL ETF TRUST — $26.3M (4.3%)
  7. DFNM DIMENSIONAL ETF TRUST — $25.7M (4.2%)
  8. DIMENSIONAL ETF TRUST — $25.0M (4.1%)
  9. DFIV DIMENSIONAL ETF TRUST — $20.5M (3.3%)
  10. DIMENSIONAL ETF TRUST — $16.4M (2.7%)