Pb Mares Wealth Management LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 816,700 shares of DFUS stock, worth $55.5 Million. This represents 10.03% of its overall portfolio holdings.
Number of Shares
816,700
Previous 747,513
9.26%
Holding current value
$55.5 Million
Previous $47.7 Million
3.59%
% of portfolio
10.03%
Previous 9.86%
Shares
16 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.89 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$541 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$351 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$320 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$261 Million0.08% of portfolio