A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 76,644 shares of DFAC stock, worth $2.47 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
76,644
Previous 65,418 17.16%
Holding current value
$2.47 Million
Previous $2.26 Billion 11.74%
% of portfolio
1.89%
Previous 1.66%

Shares

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

May 02, 2025

BUY
$32.42 - $36.13 $363,946 - $405,595
11,226 Added 17.16%
76,644 $2.53 Billion
Q4 2024

Feb 03, 2025

SELL
$33.92 - $36.6 $162,137 - $174,948
-4,780 Reduced 6.81%
65,418 $2.26 Billion
Q3 2024

Nov 07, 2024

SELL
$31.05 - $34.29 $5,651 - $6,240
-182 Reduced 0.26%
70,198 $2.41 Billion
Q2 2024

Jul 23, 2024

BUY
$30.09 - $32.37 $498,982 - $536,791
16,583 Added 30.83%
70,380 $2.27 Billion
Q1 2024

May 08, 2024

BUY
$28.62 - $31.95 $278,873 - $311,320
9,744 Added 22.12%
53,797 $1.72 Billion
Q4 2023

Feb 07, 2024

BUY
$24.91 - $29.38 $1.1 Million - $1.29 Million
44,053 New
44,053 $1.29 Billion

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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.