Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $157 Billion
- Q3 2025
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 24,664 shares of DFIC stock, worth $823,284. This represents 0.51% of its overall portfolio holdings.
Number of Shares
24,664
Previous 13,774
79.06%
Holding current value
$823,284
Previous $383 Million
111.43%
% of portfolio
0.51%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio