Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

$690 Million
Q1 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 52,034 shares of DFSV stock, worth $1.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

52,034

Previous 55,919 6.95%

Holding current value

$1.6 Million

Previous $1.72 Million 14.93%

% of portfolio

0.21%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

457

Shares Held

124M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History