MWA
DFUS

Monograph Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Monograph Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Buy
31,955
+1,000
+3% +$74.1K 0.21% 41
2025
Q4 		$2.3M Buy
30,955
+2,520
+9% +$185K 0.23% 39
2025
Q3 		$2.06M Hold
28,435
– – 0.21% 42
2025
Q2 		$1.91M Sell
28,435
-54,088
-66% -$3.35M 0.24% 40
2025
Q1 		$4.99M Buy
+82,523
New +$5.27M 0.68% 20

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Monograph Wealth Advisors's DFUS Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 3.2% in Q1 2026, buying an estimated $74.1K and bringing the position to 31,955 shares worth $2.27M. The position accounts for 0.21% of the portfolio, ranked #41.

Monograph Wealth Advisors first reported a position in DFUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.99M in Q1 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Monograph Wealth Advisors held 31,955 shares of Dimensional US Equity ETF worth $2.27M as of Q1 2026.
  • Monograph Wealth Advisors bought 1,000 Dimensional US Equity ETF shares in Q1 2026, an estimated $74.1K.
  • Dimensional US Equity ETF made up 0.21% of Monograph Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Monograph Wealth Advisors's Dimensional US Equity ETF position peaked at $4.99M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.