Pb Mares Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Pb Mares Wealth Management LLC
- $609 Million
- Q3 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,175,254 shares of DFAC stock, worth $45.4 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
1,175,254
Previous 1,104,569
6.4%
Holding current value
$45.4 Million
Previous $39.6 Million
14.5%
% of portfolio
7.44%
Previous 7.34%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio