Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 436,600 shares of DFIV stock, worth $17.2 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
436,600
Previous 448,795
2.72%
Holding current value
$17.2 Million
Previous $15.9 Million
7.95%
% of portfolio
3.49%
Previous 3.29%
Shares
15 transactions
Others Institutions Holding DFIV
# of Institutions
643Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$805 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$700 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$439 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$326 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$276 Million0.17% of portfolio