Monument Capital Management’s Dimensional US Core Equity 2 ETF 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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Monument Capital Management's DFAC Position: Q1 2026 in Review

Monument Capital Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 11,012 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #145.

Monument Capital Management first reported a position in DFAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $436K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Monument Capital Management held 11,012 shares of Dimensional US Core Equity 2 ETF worth $428K as of Q1 2026.
Monument Capital Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.11% of Monument Capital Management's portfolio in Q1 2026, its #145 holding.
Monument Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
Monument Capital Management's Dimensional US Core Equity 2 ETF position peaked at $436K in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.