Monograph Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,394,643 shares of DFAC stock, worth $246 Million. This represents 29.94% of its overall portfolio holdings.

Number of Shares
6,394,643
Previous 6,745,007 5.19%
Holding current value
$246 Million
Previous $223 Million 3.0%
% of portfolio
29.94%
Previous 32.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$29.12 - $35.84 $10.2 Million - $12.6 Million
-350,364 Reduced 5.19%
6,394,643 $229 Million
Q1 2025

May 14, 2025
BUY
$32.42 - $36.13 $3.37 Million - $3.75 Million
103,801 Added 1.56%
6,745,007 $223 Million
Q4 2024

Feb 14, 2025
SELL
$33.92 - $36.6 $2.01 Million - $2.17 Million
-59,362 Reduced 0.89%
6,641,206 $230 Million
Q3 2024

Nov 14, 2024
BUY
$31.05 - $34.29 $6.3 Million - $6.95 Million
202,789 Added 3.12%
6,700,568 $230 Million
Q2 2024

Aug 14, 2024
BUY
$30.09 - $32.37 $2.98 Million - $3.21 Million
99,017 Added 1.55%
6,497,779 $209 Million
Q1 2024

May 14, 2024
BUY
$28.62 - $31.95 $5.2 Million - $5.8 Million
181,571 Added 2.92%
6,398,762 $204 Million
Q4 2023

Feb 14, 2024
BUY
$24.91 - $29.38 $9.1 Million - $10.7 Million
365,299 Added 6.24%
6,217,191 $182 Million
Q3 2023

Nov 15, 2023
BUY
$26.05 - $28.22 $2.95 Million - $3.2 Million
113,263 Added 1.97%
5,851,892 $153 Million
Q2 2023

Aug 11, 2023
BUY
$24.86 - $27.15 $6.96 Million - $7.6 Million
280,026 Added 5.13%
5,738,629 $156 Million
Q1 2023

May 09, 2023
BUY
$24.18 - $26.58 $1.91 Million - $2.1 Million
79,000 Added 1.47%
5,458,603 $139 Million
Q4 2022

Feb 14, 2023
BUY
$22.49 - $25.81 $19 Million - $21.7 Million
842,678 Added 18.57%
5,379,603 $131 Million
Q3 2022

Nov 15, 2022
BUY
$22.24 - $26.54 $3.71 Million - $4.43 Million
166,830 Added 3.82%
4,536,925 $101 Million
Q2 2022

Aug 10, 2022
SELL
$22.75 - $27.77 $390,913 - $477,171
-17,183 Reduced 0.39%
4,370,095 $102 Million
Q1 2022

May 13, 2022
BUY
$25.76 - $29.21 $11.2 Million - $12.7 Million
436,382 Added 11.05%
4,387,278 $121 Million
Q4 2021

Feb 10, 2022
BUY
$26.63 - $29.09 $105 Million - $115 Million
3,950,896 New
3,950,896 $114 Million

Others Institutions Holding DFAC

# of Institutions
1,142
Shares Held
837M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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