Monograph Wealth Advisors
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
Q3 		$13.4M Buy
333,433
+15,010
+5% +$616K 1.04% 19
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Monograph Wealth Advisors's DFLV Position: Q3 2026 in Review

Monograph Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.7% in Q3 2026, buying an estimated $616K and bringing the position to 333,433 shares worth $13.4M. The position accounts for 1.04% of the portfolio, ranked #19.

Monograph Wealth Advisors first reported a position in DFLV in Q4 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Monograph Wealth Advisors held 333,433 shares of Dimensional US Large Cap Value ETF worth $13.4M as of Q3 2026.
  • Monograph Wealth Advisors bought 15,010 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $616K.
  • Dimensional US Large Cap Value ETF made up 1.04% of Monograph Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.