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
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 $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return