DFNM — DIMENSIONAL ETF TRUST

Ownership history in MB Generational Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFNM). 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
1.04% (2025 Q4)
Avg. % of fund
0.71%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,666 +28,395 +231.4% 1.04% $2.0M $48.03
2025 Q3 INITIATED 12,271 — — 0.37% $589K $47.40
% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72%
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