account_balance
Investment manager · 13F filer · SEC CIK 1965665
Monument Group Wealth Advisors, LLC
Reported value$213Mas of Sep 30, 2026
Positions48 7 new, 3 sold out
Top 10 weight91.4%DFAC alone is 45%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACU.S. Core Equity 2 Portfolio: ETF Class Shares
45.3%
DFAIDimensional International Core Equity Market ETF
17.4%Added +4%
VTIVanguard Total STK MKT
10.2%
DFAEDimensional Emerging Core Equity Market ETF
5.0%+93%
VEAVanguard Ftse Developed Markets ETF
4.6%
AAPLApple Inc.
3.2%−8%
VTVVanguard Morningstar Value ETF
2.0%
VB1.7%
VWO1.1%
DFSU
VBR0.8%
SCZ
DFACU.S. Core Equity 2 Portfolio: ETF Class Shares
45.3%
DFAIDimensional International Core Equity Market ETF
17.4%+4%
VTIVanguard Total STK MKT
10.2%
DFAE
VEA4.6%
AAPL3.2%VTV
VB
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 U.S. Core Equity 2 Portfolio: ETF Class Shares 45.3% Held
DFAI Dimensional International Core Equity Market ETF 17.4% Added +4%
VTI Vanguard Total STK MKT 10.2% Held
DFAE Dimensional Emerging Core Equity Market ETF 5.0% Added +93%
VEA Vanguard Ftse Developed Markets ETF 4.6% Trimmed −46%
AAPL Apple Inc. 3.2% Trimmed −8%VTV Vanguard Morningstar Value ETF 2.0% Held
VB Vanguard Morningstar Small-Cap ETF 1.7% Held
VWO Vanguard Ftse Emerging Markets ETF 1.1% Held
DFSU Dimensional US Sustainability Core 1 ETF 1.0% Added +556%
VBR Vanguard Morningstar Small-Cap Value ETF 0.8% Trimmed −82%
SCZ iShares MSCI EAFE Small Cap ETF 0.6% Held
What changed
Biggest moves since Jun 30, 2026
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