MGWA
DFSE

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
Q2 		$257K Hold
5,250
– – 0.12% 39
2026
Q1 		$222K Buy
+5,250
New +$231K 0.12% 39

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Monument Group Wealth Advisors's DFSE Position: Q2 2026 in Review

Monument Group Wealth Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 5,250 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #39.

Monument Group Wealth Advisors first reported a position in DFSE in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Monument Group Wealth Advisors held 5,250 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $257K as of Q2 2026.
  • Monument Group Wealth Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.12% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #39 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 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.