Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 251,089 shares of DIHP stock, worth $6.74 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
251,089
Previous 241,979
3.76%
Holding current value
$6.74 Million
Previous $6.7 Million
5.45%
% of portfolio
1.31%
Previous 1.41%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$170 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio