Monograph Wealth Advisors
DFAX icon

Monograph Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Monograph Wealth Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244M Buy
6,586,121
+95,089
+1% +$3.55M 18.97% 2
2026
Q2 		$239M Buy
6,491,032
+324,177
+5% +$11.9M 19.64% 2
2026
Q1 		$209M Buy
6,166,855
+106,079
+2% +$3.69M 19.86% 2
2025
Q4 		$198M Buy
6,060,776
+91,583
+2% +$2.92M 19.48% 2
2025
Q3 		$187M Buy
5,969,193
+220,076
+4% +$6.68M 18.95% 2
2025
Q2 		$169M Buy
5,749,117
+207,834
+4% +$5.72M 20.82% 2
2025
Q1 		$145M Buy
5,541,283
+58,125
+1% +$1.51M 19.78% 2
2024
Q4 		$136M Sell
5,483,158
-150,021
-3% -$3.88M 18.02% 2
2024
Q3 		$152M Buy
5,633,179
+122,873
+2% +$3.19M 19.8% 2
2024
Q2 		$140M Buy
5,510,306
+344,943
+7% +$8.82M 20.47% 2
2024
Q1 		$131M Buy
5,165,363
+441,506
+9% +$10.8M 19.29% 2
2023
Q4 		$115M Buy
4,723,857
+3,659
+0.1% +$83.7K 20.7% 2
2023
Q3 		$106M Buy
4,720,198
+238,106
+5% +$5.57M 21.02% 2
2023
Q2 		$104M Buy
4,482,092
+306,495
+7% +$7.14M 22.42% 2
2023
Q1 		$96.3M Buy
4,175,597
+249,159
+6% +$5.69M 22.6% 2
2022
Q4 		$84.8M Buy
3,926,438
+261,099
+7% +$5.43M 22.46% 2
2022
Q3 		$69.2M Sell
3,665,339
-830,185
-18% -$17.6M 22.7% 2
2022
Q2 		$96.4M Sell
4,495,524
-20,510
-0.5% -$477K 27.97% 2
2022
Q1 		$113M Buy
4,516,034
+383,535
+9% +$9.7M 28.47% 2
2021
Q4 		$108M Buy
+4,132,499
New +$108M 27.16% 2

Other funds holding DFAX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alerus Financial
Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Triune Financial Partners
Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

Monograph Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.5% in Q3 2026, buying an estimated $3.55M and bringing the position to 6,586,121 shares worth $244M. The position accounts for 18.97% of the portfolio, ranked #2.

Monograph Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 20 quarters since. 508 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Monograph Wealth Advisors held 6,586,121 shares of Dimensional World ex US Core Equity 2 ETF worth $244M as of Q3 2026.
  • Monograph Wealth Advisors bought 95,089 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $3.55M.
  • Dimensional World ex US Core Equity 2 ETF made up 18.97% of Monograph Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 20 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

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