Monument Group Wealth Advisors
DFSE icon

Monument Group Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Monument Group Wealth Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Buy
6,011
+761
+14% +$36.5K 0.14% 36
2026
Q2 		$257K Hold
5,250
– – 0.12% 39
2026
Q1 		$222K Buy
+5,250
New +$231K 0.12% 39

Other funds holding DFSE

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Monument Group Wealth Advisors's DFSE Position: Q3 2026 in Review

Monument Group Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 14% in Q3 2026, buying an estimated $36.5K and bringing the position to 6,011 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #36.

Monument Group Wealth Advisors first reported a position in DFSE in Q1 2026 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • Monument Group Wealth Advisors held 6,011 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $291K as of Q3 2026.
  • Monument Group Wealth Advisors bought 761 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $36.5K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.14% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2026 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.