Mb Generational Wealth, LLC Dimensional ETF Tr Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 17,301 shares of DFIV stock, worth $642,040. This represents 0.45% of its overall portfolio holdings.
Number of Shares
17,301
Previous 17,441
0.8%
Holding current value
$642,040
Previous $664 Million
7.58%
% of portfolio
0.45%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
578Shares Held
199MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$307 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio