Mb Generational Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
A detailed history of Mb Generational Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 7,193 shares of DFUV stock, worth $294,121. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,193
Previous 7,193
-0.0%
Holding current value
$294,121
Previous $300 Million
1.85%
% of portfolio
0.22%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio