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

Monograph Wealth Advisors, LLC

$765 Million
Q2 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 136,427 shares of DFIP stock, worth $5.81 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

136,427

Previous 129,881 5.04%

Holding current value

$5.81 Million

Previous $5.47 Million 4.3%

% of portfolio

0.75%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

147

Shares Held

15.9M

Call Options Held

Put Options Held

View Full List

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