Mb Generational Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
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 20,708 shares of DFAT stock, worth $1.25 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,708
Previous 20,628
0.39%
Holding current value
$1.25 Million
Previous $1.07 Billion
7.66%
% of portfolio
0.83%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$851 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$749 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$529 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$443 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$312 Million2.46% of portfolio