MFG
DFSI

Mendota Financial Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Mendota Financial Group’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
2024
Q2 		– Sell
-394
Closed -$13.3K – 396
2024
Q1 		$13.3K Hold
394
– – 0.01% 229
2023
Q4 		$12.6K Buy
+394
New +$11.6K 0.01% 265

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Mendota Financial Group's DFSI Position: Q2 2024 in Review

Mendota Financial Group sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2024, closing a stake of 394 shares — an estimated $13.3K sold.

Mendota Financial Group first reported a position in DFSI in Q4 2023 and held it in 2 quarters. The position peaked at $13.3K in Q1 2024. 127 funds tracked by Wall St. Rank hold DFSI as of Q2 2024.

  • Mendota Financial Group reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2024 after selling out during the quarter.
  • Mendota Financial Group sold 394 Dimensional International Sustainability Core 1 ETF shares in Q2 2024, an estimated $13.3K.
  • Mendota Financial Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and held it in 2 quarters.
  • Mendota Financial Group's Dimensional International Sustainability Core 1 ETF position peaked at $13.3K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2024.

Based on Mendota Financial Group's 13F filing for Q2 2024, filed 11 Jul 2024.