MB Generational Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Hold	9,298	–	–	0.17%	54
2025 Q4	$304K	Buy	9,298 +81	+0.9%	+$2.58K	0.16%	56
2025 Q3	$289K	Buy	+9,217	New	+$280K	0.18%	55
2025 Q1	$253K	Buy	9,643 +552	+6%	+$14.3K	0.19%	42
2024 Q4	$226K	Buy	9,091 +141	+2%	+$3.65K	0.17%	47
2024 Q3	$242K	Hold	8,950	–	–	0.17%	51
2024 Q2	$228K	Hold	8,950	–	–	0.18%	50
2024 Q1	$228K	Sell	8,950 -205	-2%	-$5.01K	0.18%	47
2023 Q4	$224K	Buy	+9,155	New	+$209K	0.21%	45

Other funds holding DFAX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

MB Generational Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 9,298 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #54.

MB Generational Wealth first reported a position in DFAX in Q4 2023 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

MB Generational Wealth held 9,298 shares of Dimensional World ex US Core Equity 2 ETF worth $316K as of Q1 2026.
MB Generational Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.17% of MB Generational Wealth's portfolio in Q1 2026, its #54 holding.
MB Generational Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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