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MB Generational Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

MB Generational Wealth’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
56,043
+5,423
+11% +$203K 1.02% 21
2026
Q1 		$1.8M Buy
50,620
+2,238
+5% +$81.3K 0.99% 22
2025
Q4 		$1.67M Buy
48,382
+23,718
+96% +$792K 0.88% 24
2025
Q3 		$809K Buy
+24,664
New +$787K 0.51% 28
2025
Q1 		$383K Buy
13,774
+4,615
+50% +$126K 0.29% 36
2024
Q4 		$237K Sell
9,159
-1,430
-14% -$38.4K 0.17% 44
2024
Q3 		$298K Sell
10,589
-19
-0.2% -$515 0.21% 42
2024
Q2 		$279K Buy
+10,608
New +$283K 0.22% 40

Other funds holding DFIC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

MB Generational Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 11% in Q2 2026, buying an estimated $203K and bringing the position to 56,043 shares worth $2.09M. The position accounts for 1.02% of the portfolio, ranked #21.

MB Generational Wealth first reported a position in DFIC in Q2 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • MB Generational Wealth held 56,043 shares of Dimensional International Core Equity 2 ETF worth $2.09M as of Q2 2026.
  • MB Generational Wealth bought 5,423 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $203K.
  • Dimensional International Core Equity 2 ETF made up 1.02% of MB Generational Wealth's portfolio in Q2 2026, its #21 holding.
  • MB Generational Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • 462 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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