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 $38.6 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
912,879
Previous 868,580
5.1%
Holding current value
$38.6 Million
Previous $36.5 Million
5.6%
% of portfolio
7.15%
Previous 7.42%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio