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 283,772 shares of DIHP stock, worth $7.89 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
283,772
Previous 251,089
13.02%
Holding current value
$7.89 Million
Previous $6.34 Million
20.62%
% of portfolio
1.55%
Previous 1.31%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
254Shares Held
133MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.6MShares$629 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$431 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$180 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$167 Million3.07% of portfolio