Monograph Wealth Advisors, LLC DFA US Core Equity 1 ETF Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025
Number of Shares
408,744
Previous 458,314 10.82%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-49,570 Reduced 10.82%
408,744 $0
Q1 2025

May 14, 2025
SELL
N/A
-3,030 Reduced 0.66%
458,314 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,265 Added 0.27%
461,344 $0
Q3 2024

Nov 14, 2024
BUY
N/A
127,975 Added 38.53%
460,079 $0
Q2 2024

Aug 14, 2024
BUY
N/A
22,695 Added 7.33%
332,104 $0
Q1 2024

May 14, 2024
BUY
N/A
24,369 Added 8.55%
309,409 $0
Q4 2023

Feb 14, 2024
BUY
N/A
285,040 New
285,040 $0
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