Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Mb Generational Wealth, LLC

  • $157 Billion
  • Q3 2025

A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 33,328 shares of DFSV stock, worth $1.05 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
33,328
Previous 19,627 69.81%
Holding current value
$1.05 Million
Previous $553 Million 92.07%
% of portfolio
0.67%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$29.2 - $32.74 $400,069 - $448,570
13,701 Added 69.81%
33,328 $1.06 Billion
Q1 2025

May 02, 2025
BUY
$27.56 - $32.1 $101,558 - $118,288
3,685 Added 23.12%
19,627 $553 Million
Q4 2024

Feb 03, 2025
SELL
$30.18 - $33.87 $34,918 - $39,187
-1,157 Reduced 6.77%
15,942 $491 Million
Q3 2024

Nov 07, 2024
SELL
$28.25 - $31.7 $1,582 - $1,775
-56 Reduced 0.33%
17,099 $527 Million
Q2 2024

Jul 23, 2024
BUY
$27.81 - $30.13 $182,739 - $197,984
6,571 Added 62.08%
17,155 $494 Million
Q1 2024

May 08, 2024
BUY
$27.45 - $30.1 $290,530 - $318,578
10,584 New
10,584 $319 Million

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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