account_balance
Investment manager · 13F filer · SEC CIK 1776588
Monograph Wealth Advisors, LLC
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Reported value$1.28Bas of Sep 30, 2026
Positions147 17 new, 13 sold out
Top 10 weight72.3%DFAC alone is 25%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
25.1%Added +2%
DFAXDimensional ETF Trust
19.1%
DFUVDimensional ETF Trust
4.4%
DCORDfa Invt Dimensions Group In
4.1%Added +12%
DFATDimensional ETF Trust
3.8%Trimmed −3%
DISVDimensional ETF Trust
3.4%Added +3%
IVViShares Tr
3.4%
IGSBiShares Tr
3.2%
DFEMDimensional ETF Trust
2.9%
AAPLApple Inc.
2.8%Added +7%
CWK1.9%VGSH
DFACDimensional ETF Trust
25.1%Added +2%
DFAXDimensional ETF Trust
19.1%
DFUVDimensional ETF Trust
4.4%
DCORDfa Invt Dimensions Group In
4.1%
DFAT3.8%
DISV3.4%
IVV3.4%
IGSB3.2%
DFEM2.9%
AAPL2.8%CWK1.9%VGSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 25.1% Added +2%
DFAX Dimensional ETF Trust 19.1% Held
DFUV Dimensional ETF Trust 4.4% Held
DCOR Dfa Invt Dimensions Group In 4.1% Added +12%
DFAT Dimensional ETF Trust 3.8% Trimmed −3%
DISV Dimensional ETF Trust 3.4% Added +3%
IVV iShares Tr 3.4% Held
IGSB iShares Tr 3.2% Added +4%
DFEM Dimensional ETF Trust 2.9% Added +4%
AAPL Apple Inc. 2.8% Added +7%CWK Cushman & Wakefield Ltd. 1.9% HeldVGSH Vanguard Scottsdale FDS 1.8% Added +48%
What changed
Biggest moves since Jun 30, 2026
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