MGW
MB Generational Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $565K | Sell |
16,780
-896
| -5% | -$30.2K | 0.42% | 28 |
|
|
2024
Q4 | $586K | Buy |
17,676
+80
| +0.5% | +$2.65K | 0.43% | 30 |
|
|
2024
Q3 | $623K | Hold |
17,596
| – | – | 0.45% | 27 |
|
|
2024
Q2 | $589K | Sell |
17,596
-1,326
| -7% | -$44.4K | 0.46% | 26 |
|
|
2024
Q1 | $609K | Buy |
18,922
+150
| +0.8% | +$4.83K | 0.48% | 25 |
|
|
2023
Q4 | $594K | Buy |
+18,772
| New | +$594K | 0.56% | 24 |
|