Monument Group Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Monument Group Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Sell	9,123 -382	-4%	-$18.7K	0.25%	19
2025 Q4	$443K	Sell	9,505 -142	-1%	-$6.44K	0.24%	22
2025 Q3	$431K	Buy	9,647 +1	+0%	+$44	0.25%	19
2025 Q2	$408K	Buy	9,646 +1	+0%	+$40	0.26%	24
2025 Q1	$398K	Hold	9,645	–	–	0.28%	26
2024 Q4	$395K	Buy	9,645 +1	+0%	+$42	0.28%	24
2024 Q3	$402K	Hold	9,644	–	–	0.24%	25
2024 Q2	$379K	Sell	9,644 -142	-1%	-$5.62K	0.25%	26
2024 Q1	$400K	Sell	9,786 -69	-0.7%	-$2.64K	0.3%	24
2023 Q4	$367K	Buy	+9,855	New	+$339K	0.31%	25

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Monument Group Wealth Advisors's DFUV Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4% in Q1 2026, selling an estimated $18.7K and leaving 9,123 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #19.

Monument Group Wealth Advisors first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $443K in Q4 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Monument Group Wealth Advisors held 9,123 shares of Dimensional US Marketwide Value ETF worth $442K as of Q1 2026.
Monument Group Wealth Advisors sold 382 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $18.7K.
Dimensional US Marketwide Value ETF made up 0.25% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Monument Group Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $443K in Q4 2025.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.