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 Q3	$578K	Buy	12,799 +3,675	+40%	+$170K	0.27%	19
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Monument Group Wealth Advisors's DFSI Position: Q3 2026 in Review

Monument Group Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 40% in Q3 2026, buying an estimated $170K and bringing the position to 12,799 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #19.

Monument Group Wealth Advisors first reported a position in DFSI in Q2 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Monument Group Wealth Advisors held 12,799 shares of Dimensional International Sustainability Core 1 ETF worth $578K as of Q3 2026.
Monument Group Wealth Advisors bought 3,675 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $170K.
Dimensional International Sustainability Core 1 ETF made up 0.27% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #19 holding.
Monument Group Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.