MB Generational Wealth, LLC DFIS — DIMENSIONAL ETF TRUST

Ownership history in MB Generational Wealth, LLC  ·  9 quarters on record

AI Ownership Summary

MB Generational Wealth, LLC reported DIMENSIONAL ETF TRUST (DFIS) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2023 Q4. The latest visible filing shows DFIS at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MB Generational Wealth, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFIS was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIS stock page MB Generational Wealth, LLC fund profile MB Generational Wealth, LLC full holdings
How MB Generational Wealth, LLC held DFIS — position size vs. price
% of Fund (quarterly)    DFIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,744 -323 -1.3% 0.46% $833K 2026-05-04 $35.26
2025 Q4 ADDED — — — 25,067 +323 +1.3% 0.44% $826K 2026-02-10 $36.44
2025 Q3 REDUCED — — — 24,744 -204 -0.8% 0.50% $783K 2025-11-06 $30.72
2025 Q1 UNCHANGED — — — 24,948 — 0% 0.48% $645K 2025-05-02 $26.69
2024 Q4 UNCHANGED — — — 24,948 — 0% 0.45% $613K 2025-02-04 $24.53
2024 Q3 UNCHANGED — — — 24,948 — 0% 0.48% $669K 2024-11-07 $24.97
2024 Q2 UNCHANGED — — — 24,948 — 0% 0.48% $614K 2024-07-24 $24.49
2024 Q1 REDUCED — — — 24,948 -361 -1.4% 0.49% $625K 2024-05-09 $24.18
2023 Q4 INITIATED — — — 25,309 — — 0.57% $612K 2024-02-08 $22.46

🏢 Other funds also holding DFIS

As of 2026 Q1 — sorted by position size

Matson Money. Inc. 3Y 7Y 12.31% Shore Point Advisors, LLC 3Y 7.69% Ballentine Capital Advisors, Inc 6.87% GEN Financial Management, INC. 6.57% Allodium Investment Consultants, LLC 4.83% Willow Financial LLC 4.59% Guardian Wealth Management, LLC 3.69% Discipline Wealth Solutions, LLC 3.41% Tillman Hartley LLC 3Y 2.89% AIRE ADVISORS, LLC 3Y 2.82%

FAQ About MB Generational Wealth, LLC and DFIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MB Generational Wealth, LLC reported owning DFIS?

MB Generational Wealth, LLC reported DFIS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFIS position in MB Generational Wealth, LLC's portfolio?

The largest reported portfolio weight for DFIS was 0.57% in 2023 Q4.

What is the latest reported DFIS position on this page?

The most recent filing on this page is 2026 Q1, when MB Generational Wealth, LLC reported 24,744 shares, equal to 0.46% of portfolio, with an estimated market value of $833K.

What does the chart on this DFIS ownership page compare?

The chart compares MB Generational Wealth, LLC's quarterly DFIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MB Generational Wealth, LLC time their DFIS position?

Based on 13F filing dates vs. subsequent DFIS price moves, MB Generational Wealth, LLC correctly timed 1 out of 4 reported position changes (25%).

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