Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 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 241,979 shares of DIHP stock, worth $6.15 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
241,979
Previous 209,291
15.62%
Holding current value
$6.15 Million
Previous $5.51 Million
21.68%
% of portfolio
1.41%
Previous 1.36%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$570 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$563 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio