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 $692,386. This represents 0.45% of its overall portfolio holdings.
Number of Shares
17,301
Previous 17,441
0.8%
Holding current value
$692,386
Previous $664 Million
7.58%
% of portfolio
0.45%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio