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

Monograph Wealth Advisors, LLC

$653 Million
Q1 2024

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 6,398,762 shares of DFAC stock, worth $208 Million. This represents 31.29% of its overall portfolio holdings.

Number of Shares

6,398,762

Previous 6,217,191 2.92%

Holding current value

$208 Million

Previous $182 Million 12.5%

% of portfolio

31.29%

Previous 33.99%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$23.74 - $25.81 $20 Million - $21.7 Million	842,678 Added 18.57%	5,379,603 $131 Million
Q3 2022 Nov 15, 2022	BUY	$22.74 - $26.54 $3.79 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

841

Shares Held

680M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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