Monument Group Wealth Advisors, LLC ETF holdings
Concord, MA
Reported $198.7M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$198.7M
ETFs held
34
Change from prior quarter
+15.8%
With price moves
ETFs as a share of its 13F
95.4%
of $208.3M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $95.8M | 2,159,082 | +132,761 shares |
| DFAI | Dimensional International Core Equity Market ETF | $35.5M | 860,976 | +48,854 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $21.6M | 58,267 | −4,197 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $10.5M | 260,571 | +112,887 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $10.0M | 139,822 | −113,012 shares |
| VTV | Vanguard Morningstar Value ETF | $4.3M | 19,563 | −1,555 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $3.9M | 12,891 | −987 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $2.3M | 38,807 | −2,403 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $1.8M | 39,196 | +31,488 shares |
| DFSU | Dimensional US Sustainability Core 1 ETF | $1.7M | 7,103 | −32,019 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965665. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Monument Group Wealth Advisors, LLC own?
Monument Group Wealth Advisors, LLC reported 34 ETF positions worth $198.7M in its Form 13F for June 30, 2026. The largest was DFAC, at $95.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.