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 Q2	$3.33M	Buy	78,892 +10,763	+16%	+$455K	1.63%	14
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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

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

MB Generational Wealth increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q2 2026, buying an estimated $455K and bringing the position to 78,892 shares worth $3.33M. The position accounts for 1.63% of the portfolio, ranked #14.

MB Generational Wealth first reported a position in DFCF in Q2 2024 and has held it in 8 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

MB Generational Wealth held 78,892 shares of Dimensional Core Fixed Income ETF worth $3.33M as of Q2 2026.
MB Generational Wealth bought 10,763 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $455K.
Dimensional Core Fixed Income ETF made up 1.63% of MB Generational Wealth's portfolio in Q2 2026, its #14 holding.
MB Generational Wealth first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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