Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 756,742 shares of DFEM stock, worth $24.6 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

756,742

Previous 579,412 30.61%

Holding current value

$24.6 Million

Previous $15.3 Million 46.5%

% of portfolio

2.93%

Previous 2.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.4 - $29.68 $4.15 Million - $5.26 Million	177,330 Added 30.61%	756,742 $22.5 Million
Q1 2025 May 14, 2025	SELL	$25.35 - $27.46 $2.65 Million - $2.87 Million	-104,609 Reduced 15.29%	579,412 $15.3 Million
Q4 2024 Feb 14, 2025	SELL	$26.16 - $28.82 $2.91 Million - $3.21 Million	-111,418 Reduced 14.01%	684,021 $17.9 Million
Q3 2024 Nov 14, 2024	BUY	$25.21 - $28.46 $983,114 - $1.11 Million	38,997 Added 5.16%	795,439 $22.4 Million
Q2 2024 Aug 14, 2024	BUY	$24.84 - $27.2 $5.05 Million - $5.53 Million	203,268 Added 36.75%	756,442 $20.2 Million
Q1 2024 May 14, 2024	BUY	$23.62 - $25.64 $1.54 Million - $1.67 Million	65,085 Added 13.33%	553,174 $14.1 Million
Q4 2023 Feb 14, 2024	SELL	$22.36 - $24.96 $64,978 - $72,533	-2,906 Reduced 0.59%	488,089 $12.2 Million
Q3 2023 Nov 15, 2023	BUY	$23.16 - $25.43 $820,906 - $901,366	35,445 Added 7.78%	490,995 $11.4 Million
Q2 2023 Aug 11, 2023	BUY	$23.0 - $24.82 $613,387 - $661,924	26,669 Added 6.22%	455,550 $11 Million
Q1 2023 May 09, 2023	BUY	$22.42 - $24.83 $5.53 Million - $6.13 Million	246,700 Added 135.41%	428,881 $10.1 Million
Q4 2022 Feb 14, 2023	BUY	$20.21 - $23.44 $71,846 - $83,329	3,555 Added 1.99%	182,181 $4.09 Million
Q3 2022 Nov 15, 2022	BUY	$20.44 - $24.05 $3.65 Million - $4.3 Million	178,626 New	178,626 $3.65 Million

Others Institutions Holding DFEM

# of Institutions

471

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

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.

Account

Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History