Monograph Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Monograph Wealth Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	54,284 -3	-0%	-$112	0.17%	43
2026 Q1	$1.9M	Buy	54,287 +3	+0%	+$106	0.18%	43
2025 Q4	$1.79M	Buy	54,284 +6,150	+13%	+$198K	0.18%	43
2025 Q3	$1.53M	Hold	48,134	–	–	0.16%	46
2025 Q2	$1.42M	Sell	48,134 -3,900	-7%	-$108K	0.17%	44
2025 Q1	$1.46M	Sell	52,034 -3,885	-7%	-$118K	0.2%	41
2024 Q4	$1.72M	Buy	55,919 +22	+0%	+$697	0.23%	39
2024 Q3	$1.72M	Buy	55,897 +8,652	+18%	+$259K	0.22%	38
2024 Q2	$1.36M	Buy	47,245 +21	+0%	+$609	0.2%	38
2024 Q1	$1.42M	Buy	47,224 +9	+0%	+$257	0.21%	38
2023 Q4	$1.37M	Buy	47,215 +2,936	+7%	+$76.2K	0.25%	32
2023 Q3	$1.12M	Buy	44,279 +4,380	+11%	+$116K	0.22%	41
2023 Q2	$1.03M	Buy	39,899 +19,956	+100%	+$488K	0.22%	32
2023 Q1	$497K	Hold	19,943	–	–	0.12%	48
2022 Q4	$494K	Buy	19,943 +1,500	+8%	+$37.1K	0.13%	55
2022 Q3	$402K	Buy	+18,443	New	+$442K	0.13%	50

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Monograph Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.01% in Q2 2026, selling an estimated $112 and leaving 54,284 shares worth $2.11M. The position accounts for 0.17% of the portfolio, ranked #43.

Monograph Wealth Advisors first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Monograph Wealth Advisors held 54,284 shares of Dimensional US Small Cap Value ETF worth $2.11M as of Q2 2026.
Monograph Wealth Advisors sold 3 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $112.
Dimensional US Small Cap Value ETF made up 0.17% of Monograph Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Monograph Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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