Mb Generational Wealth, LLC Dimensional ETF Tr Transaction History
Mb Generational Wealth, LLC
- $157 Billion
- Q3 2025
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 9,217 shares of DFAX stock, worth $295,036. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,217
Previous 9,643
4.42%
Holding current value
$295,036
Previous $253 Million
14.48%
% of portfolio
0.18%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio