MGW
DFSV

MB Generational Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

MB Generational Wealth’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
64,651
+5,362
+9% +$190K 1.25% 18
2025
Q4 		$1.95M Buy
59,289
+25,961
+78% +$835K 1.03% 21
2025
Q3 		$1.06M Buy
+33,328
New +$1.04M 0.67% 24
2025
Q1 		$553K Buy
19,627
+3,685
+23% +$112K 0.41% 30
2024
Q4 		$491K Sell
15,942
-1,157
-7% -$36.6K 0.36% 34
2024
Q3 		$527K Sell
17,099
-56
-0.3% -$1.68K 0.38% 32
2024
Q2 		$494K Buy
17,155
+6,571
+62% +$191K 0.38% 30
2024
Q1 		$319K Buy
+10,584
New +$302K 0.25% 37

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

MB Generational Wealth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9% in Q1 2026, buying an estimated $190K and bringing the position to 64,651 shares worth $2.27M. The position accounts for 1.25% of the portfolio, ranked #18.

MB Generational Wealth first reported a position in DFSV in Q1 2024 and has held it in 8 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • MB Generational Wealth held 64,651 shares of Dimensional US Small Cap Value ETF worth $2.27M as of Q1 2026.
  • MB Generational Wealth bought 5,362 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $190K.
  • Dimensional US Small Cap Value ETF made up 1.25% of MB Generational Wealth's portfolio in Q1 2026, its #18 holding.
  • MB Generational Wealth first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

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