Pb Mares Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Pb Mares Wealth Management LLC
- $404 Million
- Q2 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 356,127 shares of DFNM stock, worth $17.2 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
356,127
Previous 312,048
14.13%
Holding current value
$17.2 Million
Previous $15 Million
13.37%
% of portfolio
4.21%
Previous 3.95%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio