Pb Mares Wealth Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 451,899 shares of DFAT stock, worth $25.7 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
451,899
Previous 452,257
0.08%
Holding current value
$25.7 Million
Previous $24.4 Million
7.79%
% of portfolio
4.32%
Previous 4.53%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio