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 $676,340. This represents 0.48% of its overall portfolio holdings.
Number of Shares
24,948
Previous 24,948
-0.0%
Holding current value
$676,340
Previous $613 Million
5.23%
% of portfolio
0.48%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
247Shares Held
91.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$480 Million0.42% of portfolio
-
Matson Money. Inc.12.5MShares$338 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$309 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$106 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$104 Million0.14% of portfolio