MGWA
Monument Group Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
29,545
+431
| +1% | +$16.9K | 0.73% | 11 |
|
|
2025
Q1 | $1.04M | Buy |
29,114
+210
| +0.7% | +$7.52K | 0.72% | 12 |
|
|
2024
Q4 | $1.1M | Buy |
28,904
+1,199
| +4% | +$45.4K | 0.78% | 11 |
|
|
2024
Q3 | $1.03M | Hold |
27,705
| – | – | 0.62% | 12 |
|
|
2024
Q2 | $966K | Buy |
27,705
+605
| +2% | +$21.1K | 0.65% | 12 |
|
|
2024
Q1 | $933K | Buy |
27,100
+15,455
| +133% | +$532K | 0.69% | 14 |
|
|
2023
Q4 | $363K | Buy |
+11,645
| New | +$363K | 0.31% | 26 |
|