Pb Mares Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 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 185,530 shares of DFEM stock, worth $4.93 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
185,530
Previous 160,902
15.31%
Holding current value
$4.93 Million
Previous $4.21 Million
16.49%
% of portfolio
1.0%
Previous 0.87%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
154MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio