Monument Group Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Monument Group Wealth Advisors’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	$96.3M	Buy	2,167,072 +7,990	+0.4%	+$360K	45.26%	1
2026 Q2	$95.8M	Buy	2,159,082 +132,761	+7%	+$5.68M	45.97%	1
2026 Q1	$78.7M	Buy	2,026,321 +58,271	+3%	+$2.35M	43.7%	1
2025 Q4	$77.9M	Buy	1,968,050 +25,540	+1%	+$997K	42.47%	1
2025 Q3	$74.9M	Sell	1,942,510 -33,060	-2%	-$1.23M	44.11%	1
2025 Q2	$70.8M	Buy	1,975,570 +12,948	+0.7%	+$432K	44.58%	1
2025 Q1	$64.7M	Buy	1,962,622 +96,462	+5%	+$3.35M	44.88%	1
2024 Q4	$64.6M	Sell	1,866,160 -395,446	-17%	-$13.9M	45.7%	1
2024 Q3	$77.6M	Buy	2,261,606 +164,629	+8%	+$5.44M	46.61%	1
2024 Q2	$67.6M	Buy	2,096,977 +404,248	+24%	+$12.7M	45.47%	1
2024 Q1	$54.1M	Buy	1,692,729 +193,583	+13%	+$5.84M	40.08%	1
2023 Q4	$43.8M	Buy	+1,499,146	New	+$40.6M	37.37%	1

Other funds holding DFAC

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Monument Group Wealth Advisors's DFAC Position: Q3 2026 in Review

Monument Group Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.37% in Q3 2026, buying an estimated $360K and bringing the position to 2,167,072 shares worth $96.3M. The position accounts for 45.26% of the portfolio, ranked #1.

Monument Group Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 12 quarters since. 669 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Monument Group Wealth Advisors held 2,167,072 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $96.3M as of Q3 2026.
Monument Group Wealth Advisors bought 7,990 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $360K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 45.26% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #1 holding.
Monument Group Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
669 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.