DFIC — 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 (DFIC). 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
0.88% (2025 Q4)
Avg. % of fund
0.38%
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 48,382 +23,718 +96.2% 0.88% $1.7M $34.46
2025 Q3 ADDED 24,664 +10,890 +79.1% 0.51% $809K $32.56
2025 Q1 ADDED 13,774 +4,615 +50.4% 0.29% $383K $27.09
2024 Q4 REDUCED 9,159 -1,430 -13.5% 0.17% $237K $25.14
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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