Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 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 244,910 shares of DFIV stock, worth $11.7 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
244,910
Previous 254,770 3.87%
Holding current value
$11.7 Million
Previous $10.9 Million 3.52%
% of portfolio
1.21%
Previous 1.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$42.66 - $46.53 $420,627 - $458,785
-9,860 Reduced 3.87%
244,910 $11.3 Million
Q2 2025

Aug 14, 2025
SELL
$34.67 - $43.21 $43,961 - $54,790
-1,268 Reduced 0.5%
254,770 $10.9 Million
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
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email