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
Q1 		$222K Buy
+5,250
New +$231K 0.12% 39

Other funds holding DFSE

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Monument Group Wealth Advisors's DFSE Position: Q1 2026 in Review

Monument Group Wealth Advisors opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026: 5,250 shares worth $222K. The stake represents 0.12% of the portfolio and ranks #39 among its holdings.

173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Monument Group Wealth Advisors held 5,250 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $222K as of Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Monument Group Wealth Advisors position in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.12% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.