Pb Mares Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Pb Mares Wealth Management LLC
- $539 Million
- Q2 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 912,879 shares of DFCF stock, worth $39.1 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
912,879
Previous 868,580
5.1%
Holding current value
$39.1 Million
Previous $36.5 Million
5.6%
% of portfolio
7.15%
Previous 7.42%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio