Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 2025

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 65,263 shares of DFIC stock, worth $2.14 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

65,263

Previous 53,758 21.4%

Holding current value

$2.14 Million

Previous $1.49 Million 35.99%

% of portfolio

0.27%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.94 - $31.15 $286,934 - $358,380	11,505 Added 21.4%	65,263 $2.03 Million
Q1 2025 May 14, 2025	BUY	$25.54 - $28.79 $2,860 - $3,224	112 Added 0.21%	53,758 $1.49 Million
Q4 2024 Feb 14, 2025	BUY	$25.61 - $28.0 $7,734 - $8,456	302 Added 0.57%	53,646 $1.39 Million
Q3 2024 Nov 14, 2024	SELL	$25.36 - $28.37 $2.46 Million - $2.75 Million	-96,825 Reduced 64.48%	53,344 $1.5 Million
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

515

Shares Held

299M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History