Pb Mares Wealth Management LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,126,525 shares of DFCF stock, worth $48.1 Million. This represents 7.9% of its overall portfolio holdings.
Number of Shares
1,126,525
Previous 912,879
23.4%
Holding current value
$48.1 Million
Previous $38.6 Million
24.86%
% of portfolio
7.9%
Previous 7.15%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio