Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 48,134 shares of DFSV stock, worth $1.53 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
48,134
Previous 52,034 7.5%
Holding current value
$1.53 Million
Previous $1.46 Million 3.28%
% of portfolio
0.18%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.21 - $29.47 $94,419 - $114,933
-3,900 Reduced 7.5%
48,134 $1.42 Million
Q1 2025

May 14, 2025
SELL
$27.56 - $32.1 $107,070 - $124,708
-3,885 Reduced 6.95%
52,034 $1.46 Million
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $663 - $745
22 Added 0.04%
55,919 $1.72 Million
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $244,419 - $274,268
8,652 Added 18.31%
55,897 $1.72 Million
Q2 2024

Aug 14, 2024
BUY
$27.81 - $30.13 $584 - $632
21 Added 0.04%
47,245 $1.36 Million
Q1 2024

May 14, 2024
BUY
$27.45 - $30.1 $247 - $270
9 Added 0.02%
47,224 $1.42 Million
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $69,318 - $86,700
2,936 Added 6.63%
47,215 $1.37 Million
Q3 2023

Nov 15, 2023
BUY
$24.97 - $27.69 $109,368 - $121,282
4,380 Added 10.98%
44,279 $1.12 Million
Q2 2023

Aug 11, 2023
BUY
$23.17 - $25.7 $462,380 - $512,869
19,956 Added 100.07%
39,899 $1.03 Million
Q4 2022

Feb 14, 2023
BUY
$22.47 - $26.46 $33,705 - $39,690
1,500 Added 8.13%
19,943 $493,000
Q3 2022

Nov 15, 2022
BUY
$21.77 - $26.17 $401,504 - $482,653
18,443 New
18,443 $402,000

Others Institutions Holding DFSV

# of Institutions
481
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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