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Monograph Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Monograph Wealth Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.06M Hold
162,743
– – 0.5% 25
2026
Q1 		$5.78M Buy
162,743
+3,235
+2% +$118K 0.55% 25
2025
Q4 		$5.5M Buy
159,508
+4,790
+3% +$160K 0.54% 26
2025
Q3 		$5.07M Buy
154,718
+89,455
+137% +$2.85M 0.51% 27
2025
Q2 		$2.03M Buy
65,263
+11,505
+21% +$337K 0.25% 39
2025
Q1 		$1.49M Buy
53,758
+112
+0.2% +$3.06K 0.2% 39
2024
Q4 		$1.39M Buy
53,646
+302
+0.6% +$8.1K 0.18% 44
2024
Q3 		$1.5M Sell
53,344
-96,825
-64% -$2.62M 0.2% 40
2024
Q2 		$3.95M Buy
150,169
+107,614
+253% +$2.87M 0.58% 23
2024
Q1 		$1.14M Buy
42,555
+18,279
+75% +$469K 0.17% 49
2023
Q4 		$620K Buy
24,276
+12,278
+102% +$292K 0.11% 48
2023
Q3 		$280K Buy
+11,998
New +$291K 0.06% 98

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Monograph Wealth Advisors held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q2 2026 at 162,743 shares worth $6.06M. The position accounts for 0.5% of the portfolio, ranked #25.

Monograph Wealth Advisors first reported a position in DFIC in Q3 2023 and has held it in 12 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Monograph Wealth Advisors held 162,743 shares of Dimensional International Core Equity 2 ETF worth $6.06M as of Q2 2026.
  • Monograph Wealth Advisors left its Dimensional International Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.5% of Monograph Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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