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
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 $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 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 $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Monument Group Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 45% in Q1 2026, buying an estimated $132K and bringing the position to 9,605 shares worth $407K. The position accounts for 0.23% of the portfolio, ranked #20.

Monument Group Wealth Advisors first reported a position in DFSI in Q2 2024 and has held it in 8 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Monument Group Wealth Advisors held 9,605 shares of Dimensional International Sustainability Core 1 ETF worth $407K as of Q1 2026.
  • Monument Group Wealth Advisors bought 2,971 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $132K.
  • Dimensional International Sustainability Core 1 ETF made up 0.23% of Monument Group Wealth Advisors's portfolio in Q1 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 8 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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