MWA
DFSI

Monograph Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Monograph Wealth Advisors’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
2025
Q2 		– Sell
-7,205
Closed -$251K – 129
2025
Q1 		$251K Buy
+7,205
New +$250K 0.03% 101

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Monograph Wealth Advisors's DFSI Position: Q2 2025 in Review

Monograph Wealth Advisors sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2025, closing a stake of 7,205 shares — an estimated $251K sold.

Monograph Wealth Advisors first reported a position in DFSI in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 190 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

  • Monograph Wealth Advisors reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 7,205 Dimensional International Sustainability Core 1 ETF shares in Q2 2025, an estimated $251K.
  • Monograph Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2025 and held it in 1 quarter.
  • Monograph Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $251K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

Based on Monograph Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.