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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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