Ownership history in MB Generational Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFSI). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 37,228 | +2,182 | +6.2% | 0.84% | $1.6M | $42.85 |
| 2025 Q3 | ADDED | 35,046 | +43 | +0.1% | 0.91% | $1.4M | $40.74 |
| 2025 Q1 | REDUCED | 35,003 | -159 | -0.5% | 0.91% | $1.2M | $34.14 |
| 2024 Q4 | ADDED | 35,162 | +582 | +1.7% | 0.85% | $1.2M | $32.06 |
| 2024 Q3 | ADDED | 34,580 | +612 | +1.8% | 0.89% | $1.2M | $34.67 |
| 2024 Q2 | REDUCED | 33,968 | -3,561 | -9.5% | 0.87% | $1.1M | $31.86 |
| 2024 Q1 | ADDED | 37,529 | +239 | +0.6% | 0.99% | $1.3M | $32.14 |
| 2023 Q4 | INITIATED | 37,290 | — | — | 1.12% | $1.2M | — |
As of 2025 Q4 — sorted by position size