MGW
MB Generational Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.05M | Sell |
85,234
-752
| -0.9% | -$26.9K | 2.28% | 9 |
|
|
2024
Q4 | $3.26M | Sell |
85,986
-1,719
| -2% | -$65.2K | 2.39% | 9 |
|
|
2024
Q3 | $3.26M | Sell |
87,705
-1,373
| -2% | -$51K | 2.35% | 9 |
|
|
2024
Q2 | $3.11M | Sell |
89,078
-15,566
| -15% | -$543K | 2.41% | 9 |
|
|
2024
Q1 | $3.6M | Buy |
104,644
+71
| +0.1% | +$2.44K | 2.83% | 9 |
|
|
2023
Q4 | $3.26M | Buy |
+104,573
| New | +$3.26M | 3.05% | 8 |
|