MGW
DFSI

MB Generational Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

MB Generational Wealth’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68M Sell
37,356
-1,124
-3% -$50.5K 0.83% 26
2026
Q1 		$1.63M Buy
38,480
+1,252
+3% +$55.5K 0.9% 24
2025
Q4 		$1.6M Buy
37,228
+2,182
+6% +$90.8K 0.84% 25
2025
Q3 		$1.44M Buy
+35,046
New +$1.4M 0.91% 18
2025
Q1 		$1.22M Sell
35,003
-159
-0.5% -$5.51K 0.91% 19
2024
Q4 		$1.16M Buy
35,162
+582
+2% +$19.8K 0.85% 18
2024
Q3 		$1.24M Buy
34,580
+612
+2% +$20.9K 0.89% 18
2024
Q2 		$1.12M Sell
33,968
-3,561
-9% -$119K 0.87% 17
2024
Q1 		$1.26M Buy
37,529
+239
+0.6% +$7.73K 0.99% 15
2023
Q4 		$1.19M Buy
+37,290
New +$1.1M 1.12% 15

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

MB Generational Wealth's DFSI Position: Q2 2026 in Review

MB Generational Wealth reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.9% in Q2 2026, selling an estimated $50.5K and leaving 37,356 shares worth $1.68M. The position accounts for 0.83% of the portfolio, ranked #26.

MB Generational Wealth first reported a position in DFSI in Q4 2023 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • MB Generational Wealth held 37,356 shares of Dimensional International Sustainability Core 1 ETF worth $1.68M as of Q2 2026.
  • MB Generational Wealth sold 1,124 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $50.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.83% of MB Generational Wealth's portfolio in Q2 2026, its #26 holding.
  • MB Generational Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.