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 458,074 shares of DISV stock, worth $13.2 Million. This represents 9.55% of its overall portfolio holdings.
Number of Shares
458,074
Previous 459,527
0.32%
Holding current value
$13.2 Million
Previous $12.5 Billion
1.36%
% of portfolio
9.55%
Previous 9.81%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio