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

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 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 648,793 shares of DFUV stock, worth $27.9 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
648,793
Previous 570,289 13.77%
Holding current value
$27.9 Million
Previous $22.4 Million 20.78%
% of portfolio
3.72%
Previous 3.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $3.02 Million - $3.27 Million
78,504 Added 13.77%
648,793 $27 Million
Q2 2024

Aug 14, 2024
SELL
$38.53 - $40.76 $552,211 - $584,172
-14,332 Reduced 2.45%
570,289 $22.4 Million
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
$30.23 - $35.36 $56,137 - $65,663
1,857 Added 0.27%
691,406 $23.1 Million
Q3 2022

Nov 15, 2022
SELL
$29.6 - $34.78 $1.27 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
640
Shares Held
267M
Call Options Held
300
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
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