Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

$653 Million
Q1 2024

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 701,403 shares of DISV stock, worth $19.3 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

701,403

Previous 591,365 18.61%

Holding current value

$19.3 Million

Previous $15.3 Million 25.05%

% of portfolio

2.92%

Previous 2.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$24.73 - $27.24 $2.72 Million - $3 Million	110,038 Added 18.61%	701,403 $19.1 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $13,233 - $15,263	590 Added 0.1%	591,365 $15.3 Million
Q3 2023 Nov 15, 2023	BUY	$23.27 - $25.13 $768,119 - $829,516	33,009 Added 5.92%	590,775 $14 Million
Q2 2023 Aug 11, 2023	BUY	$23.01 - $24.6 $888,577 - $949,978	38,617 Added 7.44%	557,766 $13.2 Million
Q1 2023 May 09, 2023	BUY	$22.4 - $24.75 $4.43 Million - $4.9 Million	197,882 Added 61.59%	519,149 $12.4 Million

Q4 2022 Feb 14, 2023	BUY	$20.21 - $22.54 $3.24 Million - $3.61 Million	160,372 Added 99.67%	321,267 $7.14 Million
Q3 2022 Nov 15, 2022	BUY	$18.95 - $22.57 $3.05 Million - $3.63 Million	160,895 New	160,895 $2.99 Million

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History