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 24,948 shares of DFIS stock, worth $609,978. This represents 0.48% of its overall portfolio holdings.
Number of Shares
24,948
Previous 24,948
-0.0%
Holding current value
$609,978
Previous $614 Million
8.93%
% of portfolio
0.48%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
196Shares Held
78.9MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$542 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.2 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.7 Million3.04% of portfolio