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
2025 Q2	$1.16M	Buy
2025 Q1	$1.04M	Buy
2024 Q4	$1.1M	Buy
2024 Q3	$1.03M	Hold
2024 Q2	$966K	Buy
2024 Q1	$933K	Buy
2023 Q4	$363K	Buy