DFIP — DIMENSIONAL ETF TRUST

Ownership history in MB Generational Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFIP). 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
1.05% (2025 Q4)
Avg. % of fund
0.48%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,794 +39,248 +459.3% 1.05% $2.0M $41.56
2025 Q3 ADDED 8,546 +3,177 +59.2% 0.23% $361K $41.62
2025 Q1 INITIATED 5,369 — — 0.17% $226K $40.37
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53%
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