Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
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 448,795 shares of DFIV stock, worth $17.8 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
448,795
Previous 447,156
0.37%
Holding current value
$17.8 Million
Previous $17 Million
6.51%
% of portfolio
3.29%
Previous 3.59%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
630Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$812 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio