Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

  • $656 Million
  • Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 150,169 shares of DFIC stock, worth $4.19 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
150,169
Previous 42,555 252.88%
Holding current value
$4.19 Million
Previous $1.14 Million 246.84%
% of portfolio
0.6%
Previous 0.17%

Shares

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

Aug 14, 2024
BUY
$25.73 - $27.44 $2.77 Million - $2.95 Million
107,614 Added 252.88%
150,169 $3.95 Million
Q1 2024

May 14, 2024
BUY
$24.62 - $26.83 $450,028 - $490,425
18,279 Added 75.3%
42,555 $1.14 Million
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $272,326 - $314,071
12,278 Added 102.33%
24,276 $619,000
Q3 2023

Nov 15, 2023
BUY
$23.25 - $25.17 $278,953 - $301,989
11,998 New
11,998 $280,000

Others Institutions Holding DFIC

# of Institutions
343
Shares Held
221M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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