Monograph Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Buy	34,108 +7,572	+29%	+$611K	0.23%	37
2026 Q1	$1.96M	Buy	26,536 +2,564	+11%	+$195K	0.19%	42
2025 Q4	$1.77M	Buy	23,972 +8,830	+58%	+$643K	0.17%	45
2025 Q3	$1.09M	Buy	15,142 +563	+4%	+$39.2K	0.11%	58
2025 Q2	$978K	Buy	14,579 +1,975	+16%	+$124K	0.12%	54
2025 Q1	$772K	Buy	12,604 +8,297	+193%	+$525K	0.11%	54
2024 Q4	$269K	Buy	+4,307	New	+$275K	0.04%	96

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Monograph Wealth Advisors increased its Dimensional World Equity ETF (DFAW) stake by 29% in Q2 2026, buying an estimated $611K and bringing the position to 34,108 shares worth $2.82M. The position accounts for 0.23% of the portfolio, ranked #37.

Monograph Wealth Advisors first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Monograph Wealth Advisors held 34,108 shares of Dimensional World Equity ETF worth $2.82M as of Q2 2026.
Monograph Wealth Advisors bought 7,572 Dimensional World Equity ETF shares in Q2 2026, an estimated $611K.
Dimensional World Equity ETF made up 0.23% of Monograph Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Monograph Wealth Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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