MGW
MB Generational Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.05M | Sell |
20,474
-89
| -0.4% | -$4.58K | 0.79% | 21 |
|
|
2024
Q4 | $1.14M | Sell |
20,563
-145
| -0.7% | -$8.07K | 0.84% | 19 |
|
|
2024
Q3 | $1.15M | Buy |
20,708
+80
| +0.4% | +$4.45K | 0.83% | 19 |
|
|
2024
Q2 | $1.07M | Sell |
20,628
-99
| -0.5% | -$5.14K | 0.83% | 18 |
|
|
2024
Q1 | $1.13M | Sell |
20,727
-68
| -0.3% | -$3.7K | 0.89% | 17 |
|
|
2023
Q4 | $1.09M | Buy |
+20,795
| New | +$1.09M | 1.02% | 17 |
|