MB Generational Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.95M	Buy	35,623 +1,965	+6%	+$159K	1.45%	16
2026 Q1	$2.48M	Buy	33,658 +4,147	+14%	+$316K	1.37%	16
2025 Q4	$2.18M	Buy	29,511 +6,950	+31%	+$506K	1.16%	17
2025 Q3	$1.62M	Buy	+22,561	New	+$1.57M	1.03%	16
2025 Q1	$1.19M	Buy	19,463 +3,545	+22%	+$224K	0.89%	20
2024 Q4	$994K	Buy	15,918 +4,682	+42%	+$299K	0.73%	22
2024 Q3	$713K	Buy	11,236 +910	+9%	+$55.5K	0.51%	23
2024 Q2	$615K	Buy	10,326 +1,264	+14%	+$74.1K	0.48%	24
2024 Q1	$536K	Buy	+9,062	New	+$509K	0.42%	27

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MB Generational Wealth increased its Dimensional World Equity ETF (DFAW) stake by 5.8% in Q2 2026, buying an estimated $159K and bringing the position to 35,623 shares worth $2.95M. The position accounts for 1.45% of the portfolio, ranked #16.

MB Generational Wealth first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

MB Generational Wealth held 35,623 shares of Dimensional World Equity ETF worth $2.95M as of Q2 2026.
MB Generational Wealth bought 1,965 Dimensional World Equity ETF shares in Q2 2026, an estimated $159K.
Dimensional World Equity ETF made up 1.45% of MB Generational Wealth's portfolio in Q2 2026, its #16 holding.
MB Generational Wealth first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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