Pb Mares Wealth Management LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio