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 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 $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

FFA

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

SIS

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

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

APG

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

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

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

MB Generational Wealth's DFAW Position: Q1 2026 in Review

MB Generational Wealth increased its Dimensional World Equity ETF (DFAW) stake by 14% in Q1 2026, buying an estimated $316K and bringing the position to 33,658 shares worth $2.48M. The position accounts for 1.37% of the portfolio, ranked #16.

MB Generational Wealth first reported a position in DFAW in Q1 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

MB Generational Wealth held 33,658 shares of Dimensional World Equity ETF worth $2.48M as of Q1 2026.
MB Generational Wealth bought 4,147 Dimensional World Equity ETF shares in Q1 2026, an estimated $316K.
Dimensional World Equity ETF made up 1.37% of MB Generational Wealth's portfolio in Q1 2026, its #16 holding.
MB Generational Wealth first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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