Pb Mares Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 203,355 shares of DFSV stock, worth $6.28 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
203,355
Previous 193,100
5.31%
Holding current value
$6.28 Million
Previous $5.94 Million
3.69%
% of portfolio
1.16%
Previous 1.23%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
442Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$289 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$235 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$180 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$156 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$155 Million1.64% of portfolio