Mb Generational Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 11,794 shares of DFCF stock, worth $490,748. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,794
Previous 6,502
81.39%
Holding current value
$490,748
Previous $268 Million
84.86%
% of portfolio
0.37%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio