Mb Generational Wealth, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 20,563 shares of DFAT stock, worth $1.13 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
20,563
Previous 20,708
0.7%
Holding current value
$1.13 Million
Previous $1.15 Billion
0.65%
% of portfolio
0.84%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$685 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$493 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$396 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio