MGW
MB Generational Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.53M | Buy |
76,644
+11,226
| +17% | +$370K | 1.89% | 11 |
|
|
2024
Q4 | $2.26M | Sell |
65,418
-4,780
| -7% | -$165K | 1.66% | 11 |
|
|
2024
Q3 | $2.41M | Sell |
70,198
-182
| -0.3% | -$6.24K | 1.73% | 11 |
|
|
2024
Q2 | $2.27M | Buy |
70,380
+16,583
| +31% | +$535K | 1.76% | 11 |
|
|
2024
Q1 | $1.72M | Buy |
53,797
+9,744
| +22% | +$311K | 1.35% | 12 |
|
|
2023
Q4 | $1.29M | Buy |
+44,053
| New | +$1.29M | 1.21% | 14 |
|