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 (DISV). 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 | 436,199 | +16,321 | +3.9% | 8.77% | $16.6M | $38.00 |
| 2025 Q3 | REDUCED | 419,878 | -53,853 | -11.4% | 9.52% | $15.0M | $35.46 |
| 2025 Q1 | ADDED | 473,731 | +4,999 | +1.1% | 10.30% | $13.8M | $28.28 |
| 2024 Q4 | ADDED | 468,732 | +8,482 | +1.8% | 9.14% | $12.5M | $25.78 |
| 2024 Q3 | ADDED | 460,250 | +2,176 | +0.5% | 9.63% | $13.4M | $28.02 |
| 2024 Q2 | REDUCED | 458,074 | -1,453 | -0.3% | 9.55% | $12.3M | $25.84 |
| 2024 Q1 | ADDED | 459,527 | +51,377 | +12.6% | 9.81% | $12.5M | $25.69 |
| 2023 Q4 | INITIATED | 408,150 | — | — | 9.88% | $10.5M | — |
As of 2025 Q4 — sorted by position size