MGWA
Monument Group Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
6,634
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $231K | Sell |
6,634
-794
| -11% | -$27.7K | 0.16% | 44 |
|
|
2024
Q4 | $244K | Buy |
7,428
+1,293
| +21% | +$42.5K | 0.17% | 43 |
|
|
2024
Q3 | $219K | Hold |
6,135
| – | – | 0.13% | 46 |
|
|
2024
Q2 | $202K | Buy |
+6,135
| New | +$202K | 0.14% | 47 |
|