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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

MB Generational Wealth increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 18% in Q1 2026, buying an estimated $1.41M and bringing the position to 228,900 shares worth $8.9M. The position accounts for 4.92% of the portfolio, ranked #7.

MB Generational Wealth first reported a position in DFAC in Q4 2023 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • MB Generational Wealth held 228,900 shares of Dimensional US Core Equity 2 ETF worth $8.9M as of Q1 2026.
  • MB Generational Wealth bought 35,064 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.41M.
  • Dimensional US Core Equity 2 ETF made up 4.92% of MB Generational Wealth's portfolio in Q1 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 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.