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Monument Group Wealth Advisors, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Group Wealth Advisors, LLC on DFAI, newest first. How the timeline and the estimate are built.

Monument Group Wealth Advisors, LLC held 860,976 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 860,976 shares
    Change vs previous 13F +48,854 shares

    17.05% of the 13F portfolio, value $35,515,279.

    13F-HR 0001965665-26-000003 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 812,122 shares
    Change vs previous 13F +12,443 shares

    17.56% of the 13F portfolio, value $31,640,287.

    13F-HR 0001965665-26-000002 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 799,679 shares
    Change vs previous 13F +23,903 shares

    16.61% of the 13F portfolio, value $30,475,766.

    13F-HR 0001965665-26-000001 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 775,776 shares
    Change vs previous 13F +28,872 shares

    16.6% of the 13F portfolio, value $28,199,475.

    13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 746,904 shares
    Change vs previous 13F +29,874 shares

    16.26% of the 13F portfolio, value $25,820,476.

    13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 717,030 shares
    Change vs previous 13F -1,072 shares

    15.52% of the 13F portfolio, value $22,392,857.

    13F-HR 0001965665-25-000002 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 718,102 shares
    Change vs previous 13F -119,794 shares

    14.84% of the 13F portfolio, value $20,968,586.

    13F-HR 0001965665-25-000001 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 837,896 shares
    Change vs previous 13F not available

    16% of the 13F portfolio, value $26,628,342.

    13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).