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 $5.32 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
185,530
Previous 160,902
15.31%
Holding current value
$5.32 Million
Previous $4.21 Million
16.49%
% of portfolio
1.0%
Previous 0.87%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$475 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$186 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$175 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$141 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$128 Million0.17% of portfolio