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 $798,492. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,124
Previous 17,301
1.02%
Holding current value
$798,492
Previous $614 Million
9.8%
% of portfolio
0.5%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio