Mb Generational Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 20,474 shares of DFAT stock, worth $1.08 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
20,474
Previous 20,563
0.43%
Holding current value
$1.08 Million
Previous $1.14 Billion
7.89%
% of portfolio
0.79%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio