Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 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 200,485 shares of DIHP stock, worth $5.1 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
200,485
Previous 200,013
0.24%
Holding current value
$5.1 Million
Previous $5.26 Billion
5.49%
% of portfolio
4.0%
Previous 4.08%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$571 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$563 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio