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

Monograph Wealth Advisors, LLC

$727 Million
Q3 2024

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 795,439 shares of DFEM stock, worth $21.1 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

795,439

Previous 756,442 5.16%

Holding current value

$21.1 Million

Previous $20.2 Million 10.74%

% of portfolio

3.08%

Previous 3.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

346

Shares Held

131M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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