MWA
DFSU

Monograph Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Monograph Wealth Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,175
Closed -$543K – 130
2025
Q1 		$543K Buy
+15,175
New +$576K 0.07% 69

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Monograph Wealth Advisors sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2025, closing a stake of 15,175 shares — an estimated $543K sold.

Monograph Wealth Advisors first reported a position in DFSU in Q1 2025 and held it in 1 quarter. The position peaked at $543K in Q1 2025. 218 funds tracked by Wall St. Rank hold DFSU as of Q2 2025.

  • Monograph Wealth Advisors reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 15,175 Dimensional US Sustainability Core 1 ETF shares in Q2 2025, an estimated $543K.
  • Monograph Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2025 and held it in 1 quarter.
  • Monograph Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $543K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2025.

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