Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $127 Billion
- Q1 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 $627,691. This represents 0.49% of its overall portfolio holdings.
Number of Shares
24,948
Previous 25,309
1.43%
Holding current value
$627,691
Previous $612 Million
2.2%
% of portfolio
0.49%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$156 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.5 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio