Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

$690 Million
Q1 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 256,038 shares of DFIV stock, worth $11.3 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

256,038

Previous 277,764 7.82%

Holding current value

$11.3 Million

Previous $9.85 Million 2.28%

% of portfolio

1.46%

Previous 1.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$35.33 - $40.77 $767,579 - $885,769	-21,726 Reduced 7.82%	256,038 $10.1 Million
Q4 2024 Feb 14, 2025	SELL	$34.86 - $37.97 $96,178 - $104,759	-2,759 Reduced 0.98%	277,764 $9.85 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $1.23 Million - $1.36 Million	35,353 Added 14.42%	280,523 $10.7 Million
Q2 2024 Aug 14, 2024	BUY	$35.5 - $38.02 $1.77 Million - $1.89 Million	49,785 Added 25.48%	245,170 $8.81 Million
Q1 2024 May 14, 2024	SELL	$33.15 - $36.75 $336,804 - $373,380	-10,160 Reduced 4.94%	195,385 $7.18 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $274,962 - $307,038	8,910 Added 4.53%	205,545 $7.06 Million
Q3 2023 Nov 15, 2023	SELL	$32.1 - $34.42 $68,918 - $73,899	-2,147 Reduced 1.08%	196,635 $6.41 Million
Q2 2023 Aug 11, 2023	SELL	$31.45 - $33.77 $32,330 - $34,715	-1,028 Reduced 0.51%	198,782 $6.53 Million
Q1 2023 May 09, 2023	SELL	$30.43 - $33.38 $16,036 - $17,591	-527 Reduced 0.26%	199,810 $6.44 Million
Q4 2022 Feb 14, 2023	SELL	$25.88 - $31.1 $37,396 - $44,939	-1,445 Reduced 0.72%	200,337 $6.09 Million
Q3 2022 Nov 15, 2022	BUY	$25.71 - $30.57 $2,648 - $3,148	103 Added 0.05%	201,782 $5.2 Million
Q2 2022 Aug 10, 2022	BUY	$28.66 - $33.84 $9,830 - $11,607	343 Added 0.17%	201,679 $5.83 Million
Q1 2022 May 13, 2022	SELL	$30.75 - $35.49 $229,425 - $264,790	-7,461 Reduced 3.57%	201,336 $6.74 Million
Q4 2021 Feb 10, 2022	BUY	$31.61 - $34.21 $6.6 Million - $7.14 Million	208,797 New	208,797 $6.85 Million

Others Institutions Holding DFIV

# of Institutions

713

Shares Held

230M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History