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 544,316 shares of DUHP stock, worth $19.1 Million. This represents 13.35% of its overall portfolio holdings.
Number of Shares
544,316
Previous 545,496
0.22%
Holding current value
$19.1 Million
Previous $17.5 Billion
6.27%
% of portfolio
13.35%
Previous 13.52%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio