Mb Generational Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 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 65,418 shares of DFAC stock, worth $2.35 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
65,418
Previous 70,198
6.81%
Holding current value
$2.35 Million
Previous $2.41 Billion
5.99%
% of portfolio
1.66%
Previous 1.73%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio