Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $129 Billion
- Q2 2024
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 200,013 shares of DIHP stock, worth $5.51 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
200,013
Previous 187,305
6.78%
Holding current value
$5.51 Million
Previous $5.05 Billion
4.33%
% of portfolio
4.08%
Previous 3.96%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$483 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$479 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$163 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$160 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$105 Million7.97% of portfolio