MGWA
DFSI

Monument Group Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Monument Group Wealth Advisors’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Sell
9,124
-481
-5% -$21.6K 0.24% 20
2026
Q1 		$407K Buy
9,605
+2,971
+45% +$132K 0.23% 20
2025
Q4 		$284K Hold
6,634
– – 0.15% 35
2025
Q3 		$272K Hold
6,634
– – 0.16% 34
2025
Q2 		$261K Hold
6,634
– – 0.16% 43
2025
Q1 		$231K Sell
6,634
-794
-11% -$27.5K 0.16% 44
2024
Q4 		$244K Buy
7,428
+1,293
+21% +$44K 0.17% 43
2024
Q3 		$219K Hold
6,135
– – 0.13% 46
2024
Q2 		$202K Buy
+6,135
New +$204K 0.14% 47

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Monument Group Wealth Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 5% in Q2 2026, selling an estimated $21.6K and leaving 9,124 shares worth $502K. The position accounts for 0.24% of the portfolio, ranked #20.

Monument Group Wealth Advisors first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Monument Group Wealth Advisors held 9,124 shares of Dimensional International Sustainability Core 1 ETF worth $502K as of Q2 2026.
  • Monument Group Wealth Advisors sold 481 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $21.6K.
  • Dimensional International Sustainability Core 1 ETF made up 0.24% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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