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 $270,028. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,502
Previous 6,370
2.07%
Holding current value
$270,028
Previous $275 Million
2.47%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio