Mb Generational Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mb Generational Wealth, LLC
- $157 Billion
- Q3 2025
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 12,271 shares of DFNM stock, worth $591,584. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,271Holding current value
$591,584% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
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Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio