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 Q3	$2.65M	Hold	31,955	–	–	0.21%	40
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Monograph Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 31,955 shares worth $2.65M. The position accounts for 0.21% of the portfolio, ranked #40.

Monograph Wealth Advisors first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.99M in Q1 2025. 603 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Monograph Wealth Advisors held 31,955 shares of Dimensional US Equity ETF worth $2.65M as of Q3 2026.
Monograph Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.21% of Monograph Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Monograph Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
Monograph Wealth Advisors's Dimensional US Equity ETF position peaked at $4.99M in Q1 2025.
603 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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