DFAC — DIMENSIONAL ETF TRUST

Ownership history in MB Generational Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.06% (2025 Q4)
Avg. % of fund
2.01%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 193,836 +93,716 +93.6% 4.06% $7.7M $39.59
2025 Q3 ADDED 100,120 +23,476 +30.6% 2.45% $3.9M $38.48
2025 Q1 ADDED 76,644 +11,226 +17.2% 1.89% $2.5M $32.72
2024 Q4 REDUCED 65,418 -4,780 -6.8% 1.66% $2.3M $34.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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