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 760,027 shares of DISV stock, worth $25.1 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
760,027
Previous 780,763 2.66%
Holding current value
$25.1 Million
Previous $20.7 Million 6.69%
% of portfolio
3.21%
Previous 2.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
355
Shares Held
75.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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