MWA
DXUV

Monograph Wealth Advisors’s Dimensional US Vector Equity ETF 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
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

TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return

Monograph Wealth Advisors's DXUV Position: Q1 2026 in Review

Monograph Wealth Advisors opened a new position in Dimensional US Vector Equity ETF (DXUV) in Q1 2026: 4,293 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: Monograph Wealth Advisors previously reported a position in DXUV as recently as Q1 2025.

Monograph Wealth Advisors first reported a position in DXUV in Q1 2025 and has held it in 2 quarters since. The position peaked at $478K in Q1 2025. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Monograph Wealth Advisors held 4,293 shares of Dimensional US Vector Equity ETF worth $255K as of Q1 2026.
  • Dimensional US Vector Equity ETF was a new Monograph Wealth Advisors position in Q1 2026.
  • Dimensional US Vector Equity ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Vector Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • Monograph Wealth Advisors's Dimensional US Vector Equity ETF position peaked at $478K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.