Monument Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Monument Capital Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$489K	Hold	11,012	–	–	0.1%	156
2026 Q2	$488K	Hold	11,012	–	–	0.1%	166
2026 Q1	$428K	Hold	11,012	–	–	0.11%	145
2025 Q4	$436K	Hold	11,012	–	–	0.11%	142
2025 Q3	$425K	Hold	11,012	–	–	0.11%	146
2025 Q2	$395K	Hold	11,012	–	–	0.1%	143
2025 Q1	$363K	Hold	11,012	–	–	0.11%	136
2024 Q4	$381K	Hold	11,012	–	–	0.11%	134
2024 Q3	$378K	Hold	11,012	–	–	0.1%	131
2024 Q2	$355K	Hold	11,012	–	–	0.1%	129
2024 Q1	$352K	Hold	11,012	–	–	0.1%	141
2023 Q4	$322K	Hold	11,012	–	–	0.1%	142
2023 Q3	$289K	Hold	11,012	–	–	0.1%	139
2023 Q2	$299K	Hold	11,012	–	–	0.1%	132
2023 Q1	$281K	Hold	11,012	–	–	0.09%	125
2022 Q4	$267K	Hold	11,012	–	–	0.09%	131
2022 Q3	$245K	Sell	11,012 -222	-2%	-$5.45K	0.09%	131
2022 Q2	$262K	Buy	+11,234	New	+$284K	0.1%	131

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Monument Capital Management's DFAC Position: Q3 2026 in Review

Monument Capital Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 11,012 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #156.

Monument Capital Management first reported a position in DFAC in Q2 2022 and has held it in 18 quarters since. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Monument Capital Management held 11,012 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $489K as of Q3 2026.
Monument Capital Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #156 holding.
Monument Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.