Ownership history in MB Generational Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFSV). 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 | 59,289 | +25,961 | +77.9% | 1.03% | $2.0M | $32.89 |
| 2025 Q3 | ADDED | 33,328 | +13,701 | +69.8% | 0.67% | $1.1M | $31.71 |
| 2025 Q1 | ADDED | 19,627 | +3,685 | +23.1% | 0.41% | $552K | $27.78 |
| 2024 Q4 | REDUCED | 15,942 | -1,157 | -6.8% | 0.36% | $491K | $30.29 |
| 2024 Q3 | REDUCED | 17,099 | -56 | -0.3% | 0.38% | $527K | $30.18 |
| 2024 Q2 | ADDED | 17,155 | +6,571 | +62.1% | 0.38% | $494K | $28.11 |
| 2024 Q1 | INITIATED | 10,584 | — | — | 0.25% | $319K | — |
As of 2025 Q4 — sorted by position size