Monograph Wealth Advisors
DFAC icon

Monograph Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares 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
Q2 		$313M Buy
7,065,425
+227,269
+3% +$9.7M 25.74% 1
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% +$9.9M 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 $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Monograph Wealth Advisors's DFAC Position: Q2 2026 in Review

Monograph Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.3% in Q2 2026, buying an estimated $9.7M and bringing the position to 7,065,425 shares worth $313M. The position accounts for 25.74% of the portfolio, ranked #1.

Monograph Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Monograph Wealth Advisors held 7,065,425 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $313M as of Q2 2026.
  • Monograph Wealth Advisors bought 227,269 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $9.7M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 25.74% of Monograph Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Monograph Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • 1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.