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 9,159 shares of DFIC stock, worth $245,369. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,159
Previous 10,589
13.5%
Holding current value
$245,369
Previous $298 Million
20.56%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
389Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$723 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$689 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio