Mb Generational Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mb Generational Wealth, LLC
- $129 Billion
- Q2 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 70,380 shares of DFAC stock, worth $2.32 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
70,380
Previous 53,797
30.83%
Holding current value
$2.32 Million
Previous $1.72 Billion
32.01%
% of portfolio
1.76%
Previous 1.35%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio