Monograph Wealth Advisors’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Hold	4,293	–	–	0.02%	133
2026 Q2	$285K	Hold	4,293	–	–	0.02%	119
2026 Q1	$255K	Buy	+4,293	New	+$264K	0.02%	127
2025 Q2	–	Sell	-9,520	Closed	-$478K	–	133
2025 Q1	$478K	Buy	+9,520	New	+$504K	0.07%	72

Other funds holding DXUV

Tencap Wealth Coaching South Jordan, Utah $321M AUM 11.12% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Stage Harbor Financial Westwood, Massachusetts $176M AUM 12.14% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Monograph Wealth Advisors held its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) position steady in Q3 2026 at 4,293 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #133.

Monograph Wealth Advisors first reported a position in DXUV in Q1 2025 and has held it in 4 quarters since. The position peaked at $478K in Q1 2025. 46 funds tracked by Wall St. Rank hold DXUV as of Q3 2026.

Monograph Wealth Advisors held 4,293 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $288K as of Q3 2026.
Monograph Wealth Advisors left its U.S. Vector Equity Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Vector Equity Portfolio ETF Class Shares made up 0.02% of Monograph Wealth Advisors's portfolio in Q3 2026, its #133 holding.
Monograph Wealth Advisors first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q1 2025 and has held it in 4 quarters since.
Monograph Wealth Advisors's U.S. Vector Equity Portfolio ETF Class Shares position peaked at $478K in Q1 2025.
46 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q3 2026.

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