Mb Generational Wealth, LLC Dimensional ETF Tr Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 9,091 shares of DFAX stock, worth $240,093. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,091
Previous 8,950
1.58%
Holding current value
$240,093
Previous $242 Million
6.51%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
575Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio