Pb Mares Wealth Management LLC Dimensional ETF Tr Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 448,795 shares of DFIV stock, worth $18.3 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
448,795
Previous 447,156
0.37%
Holding current value
$18.3 Million
Previous $17 Million
6.51%
% of portfolio
3.29%
Previous 3.59%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$834 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$725 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$455 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$338 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$286 Million0.17% of portfolio