Pb Mares Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 474,719 shares of DFAI stock, worth $15 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
474,719
Previous 410,944
15.52%
Holding current value
$15 Million
Previous $12.4 Million
13.42%
% of portfolio
3.49%
Previous 3.27%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$197 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$173 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$162 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$134 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$131 Million0.22% of portfolio