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 (DIHP). 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 | 201,766 | +6,759 | +3.5% | 3.38% | $6.4M | $31.67 |
| 2025 Q3 | REDUCED | 195,007 | -9,504 | -4.6% | 3.76% | $5.9M | $30.28 |
| 2025 Q1 | ADDED | 204,511 | +1,792 | +0.9% | 4.11% | $5.5M | $26.44 |
| 2024 Q4 | ADDED | 202,719 | +2,234 | +1.1% | 3.75% | $5.1M | $24.69 |
| 2024 Q3 | ADDED | 200,485 | +472 | +0.2% | 4.00% | $5.6M | $26.96 |
| 2024 Q2 | ADDED | 200,013 | +12,708 | +6.8% | 4.08% | $5.3M | $25.52 |
| 2024 Q1 | ADDED | 187,305 | +18,306 | +10.8% | 3.96% | $5.0M | $25.84 |
| 2023 Q4 | INITIATED | 168,999 | — | — | 4.07% | $4.3M | — |
As of 2025 Q4 — sorted by position size