MGWA
DFSU

Monument Group Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Monument Group Wealth Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Sell
7,103
-32,019
-82% -$1.45M 0.83% 11
2026
Q1 		$1.61M Buy
39,122
+9,935
+34% +$430K 0.89% 11
2025
Q4 		$1.27M Buy
29,187
+37
+0.1% +$1.59K 0.69% 12
2025
Q3 		$1.24M Sell
29,150
-395
-1% -$16.2K 0.73% 11
2025
Q2 		$1.16M Buy
29,545
+431
+1% +$15.7K 0.73% 11
2025
Q1 		$1.04M Buy
29,114
+210
+0.7% +$7.97K 0.72% 12
2024
Q4 		$1.1M Buy
28,904
+1,199
+4% +$45.9K 0.78% 11
2024
Q3 		$1.03M Hold
27,705
– – 0.62% 12
2024
Q2 		$966K Buy
27,705
+605
+2% +$20.5K 0.65% 12
2024
Q1 		$933K Buy
27,100
+15,455
+133% +$502K 0.69% 14
2023
Q4 		$363K Buy
+11,645
New +$335K 0.31% 26

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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 $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Monument Group Wealth Advisors reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 82% in Q2 2026, selling an estimated $1.45M and leaving 7,103 shares worth $1.73M. The position accounts for 0.83% of the portfolio, ranked #11.

Monument Group Wealth Advisors first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 277 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Monument Group Wealth Advisors held 7,103 shares of Dimensional US Sustainability Core 1 ETF worth $1.73M as of Q2 2026.
  • Monument Group Wealth Advisors sold 32,019 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.45M.
  • Dimensional US Sustainability Core 1 ETF made up 0.83% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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