MB Generational Wealth’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$824K	Sell	15,614 -146	-0.9%	-$7.74K	0.46%	35
2025 Q4	$786K	Buy	15,760 +33	+0.2%	+$1.57K	0.42%	38
2025 Q3	$725K	Buy	+15,727	New	+$704K	0.46%	32
2025 Q1	$674K	Sell	17,124 -177	-1%	-$6.75K	0.5%	25
2024 Q4	$614K	Sell	17,301 -140	-0.8%	-$5.13K	0.45%	26
2024 Q3	$664K	Buy	17,441 +16	+0.1%	+$592	0.48%	25
2024 Q2	$626K	Sell	17,425 -48	-0.3%	-$1.77K	0.49%	23
2024 Q1	$642K	Buy	17,473 +1,390	+9%	+$48.2K	0.5%	23
2023 Q4	$553K	Buy	+16,083	New	+$525K	0.52%	26

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MB Generational Wealth reduced its Dimensional International Value ETF (DFIV) stake by 0.93% in Q1 2026, selling an estimated $7.74K and leaving 15,614 shares worth $824K. The position accounts for 0.46% of the portfolio, ranked #35.

MB Generational Wealth first reported a position in DFIV in Q4 2023 and has held it in 9 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

MB Generational Wealth held 15,614 shares of Dimensional International Value ETF worth $824K as of Q1 2026.
MB Generational Wealth sold 146 Dimensional International Value ETF shares in Q1 2026, an estimated $7.74K.
Dimensional International Value ETF made up 0.46% of MB Generational Wealth's portfolio in Q1 2026, its #35 holding.
MB Generational Wealth first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 9 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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