Monument Group Wealth Advisors, LLC

RIA/Wealth

Monument Group Wealth Advisors, LLC is a RIA/Wealth based in Concord, MA led by Byron Ewart Woodman, reporting $578.8M in AUM as of Q3 2025 with 97% ETF concentration, 92% concentrated in top 10 holdings, and 44% allocation to DFAC.

CEOByron Ewart Woodman

Portfolio Value: $169.6M
Positions: 46
Top Holding: DFAC at 44.18%
Last Reported: Q3 2025

Address801 Main Street, Suite 14, Concord, MA, 01742, United States

Top Holdings

Largest long holdings in Monument Group Wealth Advisors, LLC's portfolio (91.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$74.9M	44.18%	-$1.3M Sold	— 1.9M shares	Q4 2023 Held for 1y 11m
2 Dimensional International Core Equity Market DFAI	ETF ETF	$28.2M	16.63%	+$1.0M Bought	— 775.8K shares	Q4 2023 Held for 1y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$21.1M	12.42%	+$2.2M Bought	— 64.2K shares	Q4 2023 Held for 1y 11m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$9.9M	5.85%	+$461.3K Bought	— 165.6K shares	Q4 2023 Held for 1y 11m
5 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$7.6M	4.51%	+$229.9K Bought	— 242.5K shares	Q4 2023 Held for 1y 11m
6 Vanguard Value VTV	ETF ETF	$4.1M	2.40%	+$491.2K Bought	— 21.8K shares	Q4 2023 Held for 1y 11m
7 Vanguard Small-Cap ETF VB	ETF ETF	$3.7M	2.20%	+$461.8K Bought	— 14.7K shares	Q4 2023 Held for 1y 11m
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$2.4M	1.42%	+$152.8K Bought	— 44.6K shares	Q4 2023 Held for 1y 11m
9 Vanguard Small-Cap Value VBR	ETF ETF	$1.7M	1.01%	+$286.6K Bought	— 8.2K shares	Q4 2023 Held for 1y 11m
10 iShares MSCI EAFE Small-Cap ETF SCZ	ETF ETF	$1.5M	0.88%	+$97.4K Bought	— 19.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Monument Group Wealth Advisors, LLC's latest filing

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Market Value

$169.6M

Prior: $158.8M

Q/Q Change

+6.78%

+$10.8M

Net Flows % of MV

-0.243%

Turnover Ratio

3.47%

New Purchases

1 stocks

$202.9K

Added To

15 stocks

+$5.5M

Sold Out Of

7 stocks

$3.2M

Reduced Holdings

15 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Mid-Cap Growth VOT	New	0 → 690.0 +$202.9K
2 Vanguard Small-Cap Value VBR	+20.03%	6.9K → 8.2K +$286.6K
3 Vanguard Small-Cap ETF VB	+14.14%	12.8K → 14.7K +$461.8K
4 Vanguard Value VTV	+13.73%	19.2K → 21.8K +$491.2K
5 Vanguard Total Stock Market VTI	+11.77%	57.4K → 64.2K +$2.2M

Decreased Positions

Position	Shares Δ	Change
1 Coca-Cola KO	Sold	11.5K → 0 −$815.8K
2 Exxon Mobil XOM	Sold	5.3K → 0 −$568.4K
3 International Business Machines IBM	Sold	1.7K → 0 −$494.1K
4 First Trust Morningstar Dividend Leaders Index Fund FDL	Sold	10.4K → 0 −$433.4K
5 WisdomTree U.S. High Dividend Fund DHS	Sold	4.1K → 0 −$395.3K