Mb Generational Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
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 6,370 shares of DFCF stock, worth $262,316. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,370
Previous 6,252
1.89%
Holding current value
$262,316
Previous $260 Million
5.93%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio