Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

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 280,523 shares of DFIV stock, worth $9.96 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
280,523
Previous 245,170 14.42%
Holding current value
$9.96 Million
Previous $8.81 Million 21.23%
% of portfolio
1.47%
Previous 1.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
193M
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
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