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 17,425 shares of DFIV stock, worth $639,671. This represents 0.49% of its overall portfolio holdings.

Number of Shares
17,425
Previous 17,473 0.27%
Holding current value
$639,671
Previous $642 Million 2.47%
% of portfolio
0.49%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$35.5 - $38.02 $1,704 - $1,824
-48 Reduced 0.27%
17,425 $626 Million
Q1 2024

May 08, 2024

BUY
$33.15 - $36.75 $46,078 - $51,082
1,390 Added 8.64%
17,473 $642 Million
Q4 2023

Feb 07, 2024

BUY
$30.86 - $34.46 $496,321 - $554,220
16,083 New
16,083 $553 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Mb Generational Wealth, LLC Portfolio

Follow Mb Generational Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb Generational Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb Generational Wealth, LLC with notifications on news.