Mb Generational Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 6,502 shares of DFCF stock, worth $273,539. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,502
Previous 6,370
2.07%
Holding current value
$273,539
Previous $275 Million
2.47%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio