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Monument Group Wealth Advisors’s Dimensional US Core Equity 2 ETF 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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Monument Group Wealth Advisors's DFAC Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.6% in Q2 2026, buying an estimated $5.68M and bringing the position to 2,159,082 shares worth $95.8M. The position accounts for 45.97% of the portfolio, ranked #1.

Monument Group Wealth Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Monument Group Wealth Advisors held 2,159,082 shares of Dimensional US Core Equity 2 ETF worth $95.8M as of Q2 2026.
  • Monument Group Wealth Advisors bought 132,761 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $5.68M.
  • Dimensional US Core Equity 2 ETF made up 45.97% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.