MWA
DFLV icon

Monograph Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Monograph Wealth Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Buy
318,423
+23,195
+8% +$888K 1.03% 18
2026
Q1 		$10.5M Buy
295,228
+36,130
+14% +$1.3M 1% 17
2025
Q4 		$8.86M Buy
259,098
+6,025
+2% +$201K 0.87% 20
2025
Q3 		$8.33M Sell
253,073
-38,400
-13% -$1.23M 0.84% 22
2025
Q2 		$9.04M Hold
291,473
– – 1.11% 14
2025
Q1 		$8.91M Sell
291,473
-4,367
-1% -$135K 1.21% 15
2024
Q4 		$8.88M Hold
295,840
– – 1.17% 15
2024
Q3 		$9.11M Buy
295,840
+25,890
+10% +$771K 1.19% 16
2024
Q2 		$7.8M Buy
269,950
+13,425
+5% +$390K 1.14% 17
2024
Q1 		$7.69M Buy
256,525
+26,350
+11% +$735K 1.13% 15
2023
Q4 		$6.23M Buy
+230,175
New +$5.79M 1.12% 13

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Monograph Wealth Advisors's DFLV Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 7.9% in Q2 2026, buying an estimated $888K and bringing the position to 318,423 shares worth $12.6M. The position accounts for 1.03% of the portfolio, ranked #18.

Monograph Wealth Advisors first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Monograph Wealth Advisors held 318,423 shares of Dimensional US Large Cap Value ETF worth $12.6M as of Q2 2026.
  • Monograph Wealth Advisors bought 23,195 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $888K.
  • Dimensional US Large Cap Value ETF made up 1.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.