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 473,731 shares of DISV stock, worth $14.3 Million. This represents 10.3% of its overall portfolio holdings.

Number of Shares

473,731

Previous 468,732 1.07%

Holding current value

$14.3 Million

Previous $12.5 Billion 10.77%

% of portfolio

10.3%

Previous 9.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$26.09 - $30.21 $130,423 - $151,019	4,999 Added 1.07%	473,731 $13.8 Billion
Q4 2024 Feb 03, 2025	BUY	$26.18 - $28.77 $222,058 - $244,027	8,482 Added 1.84%	468,732 $12.5 Billion
Q3 2024 Nov 07, 2024	BUY	$26.06 - $29.18 $56,706 - $63,495	2,176 Added 0.48%	460,250 $13.4 Billion
Q2 2024 Jul 23, 2024	SELL	$26.23 - $28.56 $38,112 - $41,497	-1,453 Reduced 0.32%	458,074 $12.3 Billion
Q1 2024 May 08, 2024	BUY	$24.73 - $27.24 $1.27 Million - $1.4 Million	51,377 Added 12.59%	459,527 $12.5 Billion
Q4 2023 Feb 07, 2024	BUY	$22.43 - $25.87 $9.15 Million - $10.6 Million	408,150 New	408,150 $10.5 Billion

Others Institutions Holding DISV

# of Institutions

331

Shares Held

67.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Mb Generational Wealth, LLC Dimensional ETF Tr Dimensional Transaction History