DFCF — DIMENSIONAL ETF TRUST

Ownership history in MB Generational Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFCF). 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
1.32% (2025 Q4)
Avg. % of fund
0.45%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,456 +43,266 +284.8% 1.32% $2.5M $42.44
2025 Q3 ADDED 15,190 +3,396 +28.8% 0.41% $650K $42.01
2025 Q1 ADDED 11,794 +5,292 +81.4% 0.37% $496K $40.38
2024 Q4 ADDED 6,502 +132 +2.1% 0.20% $268K $39.34
2024 Q3 ADDED 6,370 +118 +1.9% 0.20% $275K $40.48
2024 Q2 INITIATED 6,252 — — 0.20% $260K —
% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
← Back to MB Generational Wealth, LLC Holdings