Mb Generational Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Mb Generational Wealth, LLC

  • $134 Billion
  • Q1 2025
Number of Shares
19,463
Previous 15,918 22.27%
Holding current value
$1.19 Billion
Previous $994 Million 19.96%
% of portfolio
0.89%
Previous 0.73%

Shares

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

May 02, 2025
BUY
N/A
3,545 Added 22.27%
19,463 $1.19 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
4,682 Added 41.67%
15,918 $994 Million
Q3 2024

Nov 07, 2024
BUY
N/A
910 Added 8.81%
11,236 $713 Million
Q2 2024

Jul 23, 2024
BUY
N/A
1,264 Added 13.95%
10,326 $615 Million
Q1 2024

May 08, 2024
BUY
N/A
9,062 New
9,062 $536 Million
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