Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Monument Group Wealth Advisors, LLC (CIK 1965665) reported $180.2M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($78.7M, 43.70%), DFAI ($31.6M, 17.56%), VTI ($20.0M, 11.12%), VEA ($9.5M, 5.25%), DFAE ($8.6M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $78.7M | 43.70% | 2.0M | Added |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $31.6M | 17.56% | 812,122 | Added |
| 3 | VTI | VANGUARD TOTAL STK MKT | $20.0M | 11.12% | 62,464 | Trimmed |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $9.5M | 5.25% | 147,684 | Trimmed |
| 5 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8.6M | 4.75% | 252,834 | Added |
| 6 | AAPL | APPLE INC | $5.8M | 3.20% | 22,717 | Trimmed |
| 7 | VTV | VANGUARD VALUE ETF | $4.1M | 2.30% | 21,118 | Trimmed |
| 8 | VB | VANGUARD SMALL-CAP ETF | $3.6M | 2.02% | 13,878 | Trimmed |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.2M | 1.24% | 41,210 | Added |
| 10 | VBR | VANGUARD SMALL CAP VALUE ETF | $1.7M | 0.93% | 7,708 | Trimmed |
| 11 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $1.6M | 0.89% | 39,122 | Added |
| 12 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $1.4M | 0.77% | 17,594 | Added |
| 13 | AVUS | AVANTIS U.S. EQUITY ETF | $812,169 | 0.45% | 7,305 | Hold |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $748,989 | 0.42% | 1,563 | Hold |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF | $681,194 | 0.38% | 1,047 | Added |
| 16 | IVV | ISHARES CORE S&P 500 ETF | $647,416 | 0.36% | 991 | Hold |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $560,461 | 0.31% | 9,574 | Trimmed |
| 18 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $519,039 | 0.29% | 8,311 | Hold |
| 19 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $442,133 | 0.25% | 9,123 | Trimmed |
| 20 | DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $407,252 | 0.23% | 9,605 | Added |
| 21 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $400,954 | 0.22% | 5,199 | Trimmed |
| 22 | MGC | VANGUARD MEGA CAP ETF | $393,824 | 0.22% | 1,666 | Hold |
| 23 | MGK | VANGUARD MEGA CAP GROWTH ETF | $375,601 | 0.21% | 1,022 | Hold |
| 24 | BSV | VANGUARD SHORT-TERM BOND ETF | $379,848 | 0.21% | 4,844 | Added |
| 25 | ESG | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $360,837 | 0.20% | 2,378 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31