MGW
DFCF icon

MB Generational Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MB Generational Wealth’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.88M Buy
68,129
+9,673
+17% +$413K 1.59% 13
2025
Q4 		$2.49M Buy
58,456
+43,266
+285% +$1.85M 1.32% 16
2025
Q3 		$650K Buy
+15,190
New +$644K 0.41% 34
2025
Q1 		$496K Buy
11,794
+5,292
+81% +$221K 0.37% 32
2024
Q4 		$268K Buy
6,502
+132
+2% +$5.56K 0.2% 40
2024
Q3 		$275K Buy
6,370
+118
+2% +$5.03K 0.2% 46
2024
Q2 		$260K Buy
+6,252
New +$259K 0.2% 44

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

MB Generational Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 17% in Q1 2026, buying an estimated $413K and bringing the position to 68,129 shares worth $2.88M. The position accounts for 1.59% of the portfolio, ranked #13.

MB Generational Wealth first reported a position in DFCF in Q2 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • MB Generational Wealth held 68,129 shares of Dimensional Core Fixed Income ETF worth $2.88M as of Q1 2026.
  • MB Generational Wealth bought 9,673 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $413K.
  • Dimensional Core Fixed Income ETF made up 1.59% of MB Generational Wealth's portfolio in Q1 2026, its #13 holding.
  • MB Generational Wealth first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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