Pb Mares Wealth Management LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 238,465 shares of DFEM stock, worth $7.89 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
238,465
Previous 225,659
5.67%
Holding current value
$7.89 Million
Previous $6.7 Million
14.19%
% of portfolio
1.25%
Previous 1.24%
Shares
14 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio