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 202,719 shares of DIHP stock, worth $5.41 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
202,719
Previous 200,485
1.11%
Holding current value
$5.41 Million
Previous $5.55 Billion
7.9%
% of portfolio
3.75%
Previous 4.0%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
129MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$638 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$595 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$413 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$172 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$166 Million3.11% of portfolio