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 $752,086. This represents 0.5% of its overall portfolio holdings.

Number of Shares

17,124

Previous 17,301 1.02%

Holding current value

$752,086

Previous $614 Million 9.8%

% of portfolio

0.5%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$35.33 - $40.77 $6,253 - $7,216	-177 Reduced 1.02%	17,124 $674 Million
Q4 2024 Feb 03, 2025	SELL	$34.86 - $37.97 $4,880 - $5,315	-140 Reduced 0.8%	17,301 $614 Million
Q3 2024 Nov 07, 2024	BUY	$34.66 - $38.38 $554 - $614	16 Added 0.09%	17,441 $664 Million
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

# of Institutions

718

Shares Held

232M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Mb Generational Wealth, LLC Dimensional ETF Tr Transaction History