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Monograph Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Monograph Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266M Buy
6,838,156
+148,780
+2% +$5.99M 25.19% 1
2025
Q4 		$265M Buy
6,689,376
+110,729
+2% +$4.32M 26.01% 1
2025
Q3 		$254M Buy
6,578,647
+184,004
+3% +$6.87M 25.68% 1
2025
Q2 		$229M Sell
6,394,643
-350,364
-5% -$11.7M 28.26% 1
2025
Q1 		$223M Buy
6,745,007
+103,801
+2% +$3.6M 30.31% 1
2024
Q4 		$230M Sell
6,641,206
-59,362
-0.9% -$2.09M 30.37% 1
2024
Q3 		$230M Buy
6,700,568
+202,789
+3% +$6.7M 29.9% 1
2024
Q2 		$209M Buy
6,497,779
+99,017
+2% +$3.12M 30.61% 1
2024
Q1 		$204M Buy
6,398,762
+181,571
+3% +$5.48M 30.01% 1
2023
Q4 		$182M Buy
6,217,191
+365,299
+6% +$9.88M 32.61% 1
2023
Q3 		$153M Buy
5,851,892
+113,263
+2% +$3.09M 30.32% 1
2023
Q2 		$156M Buy
5,738,629
+280,026
+5% +$7.22M 33.44% 1
2023
Q1 		$139M Buy
5,458,603
+79,000
+1% +$2M 32.64% 1
2022
Q4 		$131M Buy
5,379,603
+842,678
+19% +$20.5M 34.59% 1
2022
Q3 		$101M Buy
4,536,925
+166,830
+4% +$4.1M 33.08% 1
2022
Q2 		$102M Sell
4,370,095
-17,183
-0.4% -$435K 29.55% 1
2022
Q1 		$121M Buy
4,387,278
+436,382
+11% +$11.9M 30.58% 1
2021
Q4 		$114M Buy
+3,950,896
New +$111M 28.81% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Monograph Wealth Advisors's DFAC Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.2% in Q1 2026, buying an estimated $5.99M and bringing the position to 6,838,156 shares worth $266M. The position accounts for 25.19% of the portfolio, ranked #1.

Monograph Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Monograph Wealth Advisors held 6,838,156 shares of Dimensional US Core Equity 2 ETF worth $266M as of Q1 2026.
  • Monograph Wealth Advisors bought 148,780 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $5.99M.
  • Dimensional US Core Equity 2 ETF made up 25.19% of Monograph Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.