MB Generational Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MB Generational Wealth’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	252,167 +23,267	+10%	+$995K	5.49%	7
2026 Q1	$8.9M	Buy	228,900 +35,064	+18%	+$1.41M	4.92%	7
2025 Q4	$7.67M	Buy	193,836 +93,716	+94%	+$3.66M	4.06%	7
2025 Q3	$3.86M	Buy	+100,120	New	+$3.74M	2.45%	9
2025 Q1	$2.53M	Buy	76,644 +11,226	+17%	+$390K	1.89%	11
2024 Q4	$2.26M	Sell	65,418 -4,780	-7%	-$168K	1.66%	11
2024 Q3	$2.41M	Sell	70,198 -182	-0.3%	-$6.01K	1.73%	11
2024 Q2	$2.27M	Buy	70,380 +16,583	+31%	+$523K	1.76%	11
2024 Q1	$1.72M	Buy	53,797 +9,744	+22%	+$294K	1.35%	12
2023 Q4	$1.29M	Buy	+44,053	New	+$1.19M	1.21%	14

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MB Generational Wealth's DFAC Position: Q2 2026 in Review

MB Generational Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q2 2026, buying an estimated $995K and bringing the position to 252,167 shares worth $11.2M. The position accounts for 5.49% of the portfolio, ranked #7.

MB Generational Wealth first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

MB Generational Wealth held 252,167 shares of Dimensional US Core Equity 2 ETF worth $11.2M as of Q2 2026.
MB Generational Wealth bought 23,267 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $995K.
Dimensional US Core Equity 2 ETF made up 5.49% of MB Generational Wealth's portfolio in Q2 2026, its #7 holding.
MB Generational Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.