Mb Generational Wealth, LLC Dimensional ETF Tr Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 17,124 shares of DFIV stock, worth $687,014. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,124
Previous 17,301
1.02%
Holding current value
$687,014
Previous $614 Million
9.8%
% of portfolio
0.5%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
662Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio