Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Mb Generational Wealth, LLC

  • $134 Billion
  • Q1 2025

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 19,627 shares of DFSV stock, worth $561,528. This represents 0.41% of its overall portfolio holdings.

Number of Shares
19,627
Previous 15,942 23.12%
Holding current value
$561,528
Previous $491 Million 12.6%
% of portfolio
0.41%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$27.56 - $32.1 $101,558 - $118,288
3,685 Added 23.12%
19,627 $553 Million
Q4 2024

Feb 03, 2025
SELL
$30.18 - $33.87 $34,918 - $39,187
-1,157 Reduced 6.77%
15,942 $491 Million
Q3 2024

Nov 07, 2024
SELL
$28.25 - $31.7 $1,582 - $1,775
-56 Reduced 0.33%
17,099 $527 Million
Q2 2024

Jul 23, 2024
BUY
$27.81 - $30.13 $182,739 - $197,984
6,571 Added 62.08%
17,155 $494 Million
Q1 2024

May 08, 2024
BUY
$27.45 - $30.1 $290,530 - $318,578
10,584 New
10,584 $319 Million

Others Institutions Holding DFSV

# of Institutions
440
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Mb Generational Wealth, LLC Portfolio

Follow Mb Generational Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb Generational Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb Generational Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email