Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 202,719 shares of DIHP stock, worth $5.41 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
202,719
Previous 200,485
1.11%
Holding current value
$5.41 Million
Previous $5.55 Billion
7.9%
% of portfolio
3.75%
Previous 4.0%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
224Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$599 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$592 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$414 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio