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 24,948 shares of DFIS stock, worth $660,373. This represents 0.45% of its overall portfolio holdings.
Number of Shares
24,948
Previous 24,948
-0.0%
Holding current value
$660,373
Previous $669 Million
8.48%
% of portfolio
0.45%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$469 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$329 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.9 Million3.04% of portfolio