MGW
DFIV icon

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
Q2 		$838K Sell
15,522
-92
-0.6% -$5.06K 0.41% 37
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

MB Generational Wealth reduced its Dimensional International Value ETF (DFIV) stake by 0.59% in Q2 2026, selling an estimated $5.06K and leaving 15,522 shares worth $838K. The position accounts for 0.41% of the portfolio, ranked #37.

MB Generational Wealth first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • MB Generational Wealth held 15,522 shares of Dimensional International Value ETF worth $838K as of Q2 2026.
  • MB Generational Wealth sold 92 Dimensional International Value ETF shares in Q2 2026, an estimated $5.06K.
  • Dimensional International Value ETF made up 0.41% of MB Generational Wealth's portfolio in Q2 2026, its #37 holding.
  • MB Generational Wealth first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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