Monograph Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Monograph Wealth Advisors, LLC

  • $653 Million
  • Q1 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 584,621 shares of DFUV stock, worth $22.9 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares
584,621
Previous 613,139 4.65%
Holding current value
$22.9 Million
Previous $22.8 Million 4.77%
% of portfolio
3.66%
Previous 4.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$36.22 - $40.9 $1.03 Million - $1.17 Million
-28,518 Reduced 4.65%
584,621 $23.9 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $3.27 Million - $3.84 Million
-102,800 Reduced 14.36%
613,139 $22.8 Million
Q3 2023

Nov 15, 2023
BUY
$33.83 - $36.19 $761,750 - $814,890
22,517 Added 3.25%
715,939 $24.4 Million
Q2 2023

Aug 11, 2023
BUY
$32.32 - $34.5 $19,036 - $20,320
589 Added 0.09%
693,422 $23.9 Million
Q1 2023

May 09, 2023
BUY
$31.9 - $35.83 $45,521 - $51,129
1,427 Added 0.21%
692,833 $23.2 Million
Q4 2022

Feb 14, 2023
BUY
$33.0 - $35.36 $61,281 - $65,663
1,857 Added 0.27%
691,406 $23.1 Million
Q3 2022

Nov 15, 2022
SELL
$30.15 - $34.78 $1.29 Million - $1.49 Million
-42,889 Reduced 5.86%
689,549 $20.4 Million
Q2 2022

Aug 10, 2022
BUY
$30.92 - $35.31 $22.6 Million - $25.9 Million
732,438 New
732,438 $23.1 Million

Others Institutions Holding DFUV

# of Institutions
592
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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