Pb Mares Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 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 158,999 shares of DFEV stock, worth $4.27 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
158,999
Previous 150,607
5.57%
Holding current value
$4.27 Million
Previous $4.14 Million
9.27%
% of portfolio
0.95%
Previous 1.03%
Shares
9 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$64.1 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.6 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$25.9 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21.1 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17.1 Million2.88% of portfolio