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 202,719 shares of DIHP stock, worth $5.61 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
202,719
Previous 200,485
1.11%
Holding current value
$5.61 Million
Previous $5.55 Billion
7.9%
% of portfolio
3.75%
Previous 4.0%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$661 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$616 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$428 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio