Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 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 24,948 shares of DFIS stock, worth $756,922. This represents 0.48% of its overall portfolio holdings.
Number of Shares
24,948
Previous 24,948
-0.0%
Holding current value
$756,922
Previous $613 Million
5.23%
% of portfolio
0.48%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio