Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 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 204,511 shares of DIHP stock, worth $5.69 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
204,511
Previous 202,719
0.88%
Holding current value
$5.69 Million
Previous $5.11 Billion
7.72%
% of portfolio
4.11%
Previous 3.75%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
254Shares Held
133MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.6MShares$629 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$431 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$180 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$167 Million3.07% of portfolio