Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 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 254,770 shares of DFIV stock, worth $11.7 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

254,770

Previous 256,038 0.5%

Holding current value

$11.7 Million

Previous $10.1 Million 8.28%

% of portfolio

1.43%

Previous 1.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

751

Shares Held

264M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History