Pb Mares Wealth Management LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 225,659 shares of DFEM stock, worth $7.23 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
225,659
Previous 185,530
21.63%
Holding current value
$7.23 Million
Previous $4.91 Million
36.42%
% of portfolio
1.24%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$538 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$211 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$193 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$144 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$127 Million1.18% of portfolio