Monograph Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History

Monograph Wealth Advisors, LLC

  • $690 Million
  • Q1 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 129,881 shares of DFIP stock, worth $5.42 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
129,881
Previous 110,067 18.0%
Holding current value
$5.42 Million
Previous $4.46 Million 22.73%
% of portfolio
0.79%
Previous 0.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$40.27 - $42.11 $797,909 - $834,367
19,814 Added 18.0%
129,881 $5.47 Million
Q4 2024

Feb 14, 2025
BUY
$40.31 - $42.43 $405,760 - $427,100
10,066 Added 10.07%
110,067 $4.46 Million
Q3 2024

Nov 14, 2024
BUY
$40.69 - $42.46 $1.17 Million - $1.22 Million
28,835 Added 40.52%
100,001 $4.23 Million
Q2 2024

Aug 14, 2024
BUY
$40.31 - $41.37 $2.22 Million - $2.28 Million
55,061 Added 341.89%
71,166 $2.91 Million
Q4 2023

Feb 14, 2024
BUY
$39.16 - $41.47 $630,671 - $667,874
16,105 New
16,105 $664,000

Others Institutions Holding DFIP

# of Institutions
146
Shares Held
15.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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