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

Monograph Wealth Advisors, LLC

$937 Million
Q3 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 220,269 shares of DFIP stock, worth $9.28 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

220,269

Previous 136,427 61.46%

Holding current value

$9.28 Million

Previous $5.7 Million 63.06%

% of portfolio

0.99%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.6 - $42.66 $3.49 Million - $3.58 Million	83,842 Added 61.46%	220,269 $9.3 Million
Q2 2025 Aug 14, 2025	BUY	$41.11 - $42.42 $269,106 - $277,681	6,546 Added 5.04%	136,427 $5.7 Million
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

156

Shares Held

17.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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