Pb Mares Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Pb Mares Wealth Management LLC
- $404 Million
- Q2 2024
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 1,365,321 shares of DFAC stock, worth $46.4 Million. This represents 10.9% of its overall portfolio holdings.
Number of Shares
1,365,321
Previous 1,303,321
4.76%
Holding current value
$46.4 Million
Previous $41.6 Million
5.71%
% of portfolio
10.9%
Previous 10.96%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio