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

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025

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 250,701 shares of DFAS stock, worth $16.8 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
250,701
Previous 187,161 33.95%
Holding current value
$16.8 Million
Previous $11.9 Million 43.93%
% of portfolio
1.83%
Previous 1.56%

Shares

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

Nov 14, 2025
BUY
$63.41 - $69.69 $4.03 Million - $4.43 Million
63,540 Added 33.95%
250,701 $17.2 Million
Q2 2025

Aug 14, 2025
BUY
$52.31 - $63.72 $521,739 - $635,543
9,974 Added 5.63%
187,161 $11.9 Million
Q1 2025

May 14, 2025
BUY
$58.81 - $68.2 $309,458 - $358,868
5,262 Added 3.06%
177,187 $10.6 Million
Q4 2024

Feb 14, 2025
BUY
$63.58 - $71.15 $207,906 - $232,660
3,270 Added 1.94%
171,925 $11.2 Million
Q3 2024

Nov 14, 2024
BUY
$59.25 - $65.33 $794,127 - $875,617
13,403 Added 8.63%
168,655 $10.9 Million
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
868
Shares Held
137M
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
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