MGW
MB Generational Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $553K | Buy |
19,627
+3,685
| +23% | +$104K | 0.41% | 30 |
|
|
2024
Q4 | $491K | Sell |
15,942
-1,157
| -7% | -$35.6K | 0.36% | 34 |
|
|
2024
Q3 | $527K | Sell |
17,099
-56
| -0.3% | -$1.73K | 0.38% | 32 |
|
|
2024
Q2 | $494K | Buy |
17,155
+6,571
| +62% | +$189K | 0.38% | 30 |
|
|
2024
Q1 | $319K | Buy |
+10,584
| New | +$319K | 0.25% | 37 |
|