Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

$937 Million
Q3 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 890,787 shares of DISV stock, worth $32 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

890,787

Previous 858,564 3.75%

Holding current value

$32 Million

Previous $28.3 Million 12.52%

% of portfolio

3.39%

Previous 3.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$32.78 - $35.79 $1.06 Million - $1.15 Million	32,223 Added 3.75%	890,787 $31.8 Million
Q2 2025 Aug 14, 2025	BUY	$25.93 - $32.91 $2.56 Million - $3.24 Million	98,537 Added 12.96%	858,564 $28.3 Million
Q1 2025 May 14, 2025	SELL	$26.09 - $30.21 $541,002 - $626,434	-20,736 Reduced 2.66%	760,027 $22.1 Million
Q4 2024 Feb 14, 2025	SELL	$26.18 - $28.77 $1.07 Million - $1.18 Million	-40,905 Reduced 4.98%	780,763 $20.7 Million
Q3 2024 Nov 14, 2024	BUY	$26.06 - $29.18 $2.51 Million - $2.81 Million	96,307 Added 13.28%	821,668 $23.9 Million

Q2 2024 Aug 14, 2024	BUY	$26.23 - $28.56 $628,418 - $684,240	23,958 Added 3.42%	725,361 $19.5 Million
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	$18.45 - $22.54 $2.96 Million - $3.61 Million	160,372 Added 99.67%	321,267 $7.14 Million
Q3 2022 Nov 15, 2022	BUY	$18.36 - $22.57 $2.95 Million - $3.63 Million	160,895 New	160,895 $2.99 Million

Others Institutions Holding DISV

# of Institutions

391

Shares Held

81.8M

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