MGWA
DXUV

Monument Group Wealth Advisors’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Monument Group 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 		$268K Hold
4,521
– – 0.15% 32
2025
Q4 		$270K Hold
4,521
– – 0.15% 36
2025
Q3 		$264K Buy
+4,521
New +$256K 0.16% 37

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

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

Monument Group Wealth Advisors held its Dimensional US Vector Equity ETF (DXUV) position steady in Q1 2026 at 4,521 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #32.

Monument Group Wealth Advisors first reported a position in DXUV in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Monument Group Wealth Advisors held 4,521 shares of Dimensional US Vector Equity ETF worth $268K as of Q1 2026.
  • Monument Group Wealth Advisors left its Dimensional US Vector Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Vector Equity ETF made up 0.15% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional US Vector Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Monument Group Wealth Advisors's Dimensional US Vector Equity ETF position peaked at $270K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

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