Pb Mares Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,000,245 shares of DFAU stock, worth $46 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
1,000,245
Previous 909,269
10.01%
Holding current value
$46 Million
Previous $38.5 Million
18.84%
% of portfolio
7.51%
Previous 7.14%
Shares
20 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio