Mb Generational Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mb Generational Wealth, LLC
- $127 Billion
- Q1 2024
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 53,797 shares of DFAC stock, worth $1.75 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
53,797
Previous 44,053
22.12%
Holding current value
$1.75 Million
Previous $1.29 Billion
33.48%
% of portfolio
1.35%
Previous 1.21%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio