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

Monograph Wealth Advisors, LLC

$690 Million
Q1 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 784,110 shares of DFAT stock, worth $40.2 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

784,110

Previous 805,074 2.6%

Holding current value

$40.2 Million

Previous $44.8 Million 9.9%

% of portfolio

5.85%

Previous 6.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.44 - $58.1 $1.06 Million - $1.22 Million	-20,964 Reduced 2.6%	784,110 $40.4 Million
Q4 2024 Feb 14, 2025	SELL	$54.54 - $61.04 $205,506 - $229,998	-3,768 Reduced 0.47%	805,074 $44.8 Million
Q3 2024 Nov 14, 2024	BUY	$51.0 - $57.07 $3.8 Million - $4.25 Million	74,516 Added 10.15%	808,842 $45 Million
Q2 2024 Aug 14, 2024	BUY	$50.18 - $54.47 $3.76 Million - $4.08 Million	74,903 Added 11.36%	734,326 $38.1 Million
Q1 2024 May 14, 2024	BUY	$49.45 - $54.43 $1.99 Million - $2.2 Million	40,334 Added 6.52%	659,423 $35.9 Million
Q4 2023 Feb 14, 2024	BUY	$42.71 - $53.09 $568,854 - $707,105	13,319 Added 2.2%	619,089 $32.4 Million
Q3 2023 Nov 15, 2023	BUY	$45.07 - $49.71 $916,633 - $1.01 Million	20,338 Added 3.47%	605,770 $27.7 Million
Q2 2023 Aug 11, 2023	BUY	$41.44 - $46.39 $985,484 - $1.1 Million	23,781 Added 4.23%	585,432 $27.2 Million
Q1 2023 May 09, 2023	BUY	$42.38 - $49.75 $5.93 Million - $6.96 Million	139,930 Added 33.18%	561,651 $25 Million
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $988,656 - $1.15 Million	24,569 Added 6.19%	421,721 $18.5 Million
Q3 2022 Nov 15, 2022	BUY	$38.84 - $46.6 $795,054 - $953,902	20,470 Added 5.43%	397,152 $15.5 Million
Q2 2022 Aug 10, 2022	BUY	$39.72 - $47.15 $1.71 Million - $2.03 Million	43,036 Added 12.9%	376,682 $15.2 Million
Q1 2022 May 13, 2022	SELL	$44.35 - $48.64 $1.33 Million - $1.45 Million	-29,890 Reduced 8.22%	333,646 $15.5 Million
Q4 2021 Feb 10, 2022	BUY	$44.48 - $49.36 $16.2 Million - $17.9 Million	363,536 New	363,536 $17.3 Million

Others Institutions Holding DFAT

# of Institutions

768

Shares Held

167M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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