Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 302,235 shares of DFAI stock, worth $11.2 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
302,235
Previous 33,955 790.1%
Holding current value
$11.2 Million
Previous $1.17 Million 836.57%
% of portfolio
1.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$34.05 - $36.55 $9.13 Million - $9.81 Million
268,280 Added 790.1%
302,235 $11 Million
Q2 2025

Aug 14, 2025
BUY
$28.02 - $34.71 $702,601 - $870,353
25,075 Added 282.38%
33,955 $1.17 Million
Q1 2025

May 14, 2025
BUY
$28.88 - $32.4 $256,454 - $287,712
8,880 New
8,880 $277,000

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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