Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 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 265,394 shares of DFAX stock, worth $7.86 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
265,394
Previous 292,124
9.15%
Holding current value
$7.86 Million
Previous $7.26 Million
4.26%
% of portfolio
1.41%
Previous 1.5%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio