Monograph Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Monograph Wealth Advisors, LLC

  • $656 Million
  • Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 155,252 shares of DFAS stock, worth $10 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
155,252
Previous 157,812 1.62%
Holding current value
$10 Million
Previous $9.84 Million 5.19%
% of portfolio
1.42%
Previous 1.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$57.42 - $62.37 $146,995 - $159,667
-2,560 Reduced 1.62%
155,252 $9.33 Million
Q1 2024

May 14, 2024
SELL
$56.66 - $62.34 $432,599 - $475,965
-7,635 Reduced 4.61%
157,812 $9.84 Million
Q4 2023

Feb 14, 2024
SELL
$48.83 - $60.51 $1.8 Million - $2.23 Million
-36,892 Reduced 18.23%
165,447 $9.86 Million
Q3 2023

Nov 15, 2023
BUY
$51.84 - $57.67 $447,327 - $497,634
8,629 Added 4.45%
202,339 $10.6 Million
Q2 2023

Aug 11, 2023
BUY
$49.85 - $54.8 $6,181 - $6,795
124 Added 0.06%
193,710 $10.6 Million
Q1 2023

May 09, 2023
BUY
$50.35 - $57.8 $82,020 - $94,156
1,629 Added 0.85%
193,586 $10.2 Million
Q4 2022

Feb 14, 2023
BUY
$47.77 - $54.73 $320,059 - $366,691
6,700 Added 3.62%
191,957 $9.82 Million
Q3 2022

Nov 15, 2022
SELL
$46.47 - $55.84 $1.07 Million - $1.28 Million
-22,946 Reduced 11.02%
185,257 $8.62 Million
Q2 2022

Aug 10, 2022
SELL
$46.65 - $56.4 $4.01 Million - $4.84 Million
-85,861 Reduced 29.2%
208,203 $9.99 Million
Q1 2022

May 13, 2022
SELL
$53.45 - $60.82 $532,308 - $605,706
-9,959 Reduced 3.28%
294,064 $16.5 Million
Q4 2021

Feb 10, 2022
BUY
$56.67 - $63.93 $17.2 Million - $19.4 Million
304,023 New
304,023 $18.2 Million

Others Institutions Holding DFAS

# of Institutions
663
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email