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 $505,608. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,794
Previous 6,502
81.39%
Holding current value
$505,608
Previous $268 Million
84.86%
% of portfolio
0.37%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio