Monograph Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Monograph Wealth Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.5M	Buy	397,445 +23,355	+6%	+$989K	1.28%	17
2026 Q2	$15.4M	Hold	374,090	–	–	1.27%	14
2026 Q1	$14.6M	Buy	374,090 +71,855	+24%	+$2.87M	1.38%	13
2025 Q4	$11.5M	Hold	302,235	–	–	1.13%	16
2025 Q3	$11M	Buy	302,235 +268,280	+790%	+$9.49M	1.11%	16
2025 Q2	$1.17M	Buy	33,955 +25,075	+282%	+$822K	0.14%	48
2025 Q1	$277K	Buy	+8,880	New	+$274K	0.04%	95

Other funds holding DFAI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Monograph Wealth Advisors's DFAI Position: Q3 2026 in Review

Monograph Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.2% in Q3 2026, buying an estimated $989K and bringing the position to 397,445 shares worth $16.5M. The position accounts for 1.28% of the portfolio, ranked #17.

Monograph Wealth Advisors first reported a position in DFAI in Q1 2025 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Monograph Wealth Advisors held 397,445 shares of Dimensional International Core Equity Market ETF worth $16.5M as of Q3 2026.
Monograph Wealth Advisors bought 23,355 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $989K.
Dimensional International Core Equity Market ETF made up 1.28% of Monograph Wealth Advisors's portfolio in Q3 2026, its #17 holding.
Monograph Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q1 2025 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.