Monograph Wealth Advisors, LLC DFA US Large Cap Value ETF Transaction History

Monograph Wealth Advisors, LLC

  • $690 Million
  • Q1 2025
Number of Shares
291,473
Previous 295,840 1.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-4,367 Reduced 1.48%
291,473 $0
Q3 2024

Nov 14, 2024
BUY
N/A
25,890 Added 9.59%
295,840 $0
Q2 2024

Aug 14, 2024
BUY
N/A
13,425 Added 5.23%
269,950 $0
Q1 2024

May 14, 2024
BUY
N/A
26,350 Added 11.45%
256,525 $0
Q4 2023

Feb 14, 2024
BUY
N/A
230,175 New
230,175 $0
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