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 Q2	$2.62M	Hold	31,955	–	–	0.22%	39
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Monograph Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 31,955 shares worth $2.62M. The position accounts for 0.22% of the portfolio, ranked #39.

Monograph Wealth Advisors first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.99M in Q1 2025. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Monograph Wealth Advisors held 31,955 shares of Dimensional US Equity ETF worth $2.62M as of Q2 2026.
Monograph Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.22% of Monograph Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Monograph Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Monograph Wealth Advisors's Dimensional US Equity ETF position peaked at $4.99M in Q1 2025.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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