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 176,024 shares of DFEV stock, worth $5.11 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
176,024
Previous 171,173
2.83%
Holding current value
$5.11 Million
Previous $4.49 Million
6.13%
% of portfolio
0.97%
Previous 0.93%
Shares
11 transactions
Others Institutions Holding DFEV
# of Institutions
200Shares Held
23.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$73.3 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$29.3 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$26.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$24.2 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$23.4 Million8.3% of portfolio