Pb Mares Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 160,902 shares of DFEM stock, worth $4.38 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
160,902
Previous 158,048
1.81%
Holding current value
$4.38 Million
Previous $4.45 Million
5.28%
% of portfolio
0.87%
Previous 0.94%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio