§ 13F · FUND PROFILE
Monument Group Wealth Advisors, LLC.
AUM · $208M (13F)Positions · 44Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$209K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2.16M | $96M | 46.0% | +7% |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 861K | $36M | 17.0% | +6% |
| 3 | VTI | VANGUARD TOTAL STK MKT | 58K | $22M | 10.3% | −7% |
| 4 | VEA | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 261K | $10M | 5.0% | +76% |
| 5 | DFAE | VANGUARD FTSE DEVELOPED MARKETS ETF | 140K | $10M | 4.8% | −45% |
| 6 | AAPL | APPLE INC | 22K | $6M | 3.0% | −4% |
| 7 | VTV | VANGUARD VALUE ETF | 20K | $4M | 2.0% | −7% |
| 8 | VB | VANGUARD SMALL-CAP ETF | 13K | $4M | 1.9% | −7% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 39K | $2M | 1.1% | −6% |
| 10 | VBR | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 39K | $2M | 0.9% | +409% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONUMENT SIGNAL
AC read
Monument Group Wealth Advisors, LLC is a Other fund managing $208 million in assets. The fund runs a portfolio of 44 positions.
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