MB Generational Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

MB Generational Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$619K	Hold	12,770	–	–	0.34%	40
2025 Q4	$595K	Buy	12,770 +5,577	+78%	+$253K	0.32%	42
2025 Q3	$321K	Buy	+7,193	New	+$313K	0.2%	48
2025 Q1	$296K	Hold	7,193	–	–	0.22%	40
2024 Q4	$294K	Hold	7,193	–	–	0.22%	38
2024 Q3	$300K	Hold	7,193	–	–	0.22%	41
2024 Q2	$282K	Hold	7,193	–	–	0.22%	39
2024 Q1	$294K	Hold	7,193	–	–	0.23%	39
2023 Q4	$268K	Buy	+7,193	New	+$248K	0.25%	39

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MB Generational Wealth held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2026 at 12,770 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #40.

MB Generational Wealth first reported a position in DFUV in Q4 2023 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

MB Generational Wealth held 12,770 shares of Dimensional US Marketwide Value ETF worth $619K as of Q1 2026.
MB Generational Wealth left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2026.
Dimensional US Marketwide Value ETF made up 0.34% of MB Generational Wealth's portfolio in Q1 2026, its #40 holding.
MB Generational Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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