Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 5,749,117 shares of DFAX stock, worth $176 Million. This represents 22.06% of its overall portfolio holdings.

Number of Shares

5,749,117

Previous 5,541,283 3.75%

Holding current value

$176 Million

Previous $145 Million 16.3%

% of portfolio

22.06%

Previous 21.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.37 - $29.39 $4.86 Million - $6.11 Million	207,834 Added 3.75%	5,749,117 $169 Million
Q1 2025 May 14, 2025	BUY	$24.45 - $27.2 $1.42 Million - $1.58 Million	58,125 Added 1.06%	5,541,283 $145 Million
Q4 2024 Feb 14, 2025	SELL	$24.76 - $27.04 $3.71 Million - $4.06 Million	-150,021 Reduced 2.66%	5,483,158 $136 Million
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $2.98 Million - $3.35 Million	122,873 Added 2.23%	5,633,179 $152 Million
Q2 2024 Aug 14, 2024	BUY	$24.57 - $26.36 $8.48 Million - $9.09 Million	344,943 Added 6.68%	5,510,306 $140 Million
Q1 2024 May 14, 2024	BUY	$23.42 - $25.45 $10.3 Million - $11.2 Million	441,506 Added 9.35%	5,165,363 $131 Million
Q4 2023 Feb 14, 2024	BUY	$21.44 - $24.42 $78,448 - $89,352	3,659 Added 0.08%	4,723,857 $115 Million
Q3 2023 Nov 15, 2023	BUY	$22.41 - $24.35 $5.34 Million - $5.8 Million	238,106 Added 5.31%	4,720,198 $106 Million
Q2 2023 Aug 11, 2023	BUY	$22.56 - $24.03 $6.91 Million - $7.37 Million	306,495 Added 7.34%	4,482,092 $104 Million
Q1 2023 May 09, 2023	BUY	$21.74 - $23.72 $5.42 Million - $5.91 Million	249,159 Added 6.35%	4,175,597 $96.3 Million
Q4 2022 Feb 14, 2023	BUY	$18.81 - $22.36 $4.91 Million - $5.84 Million	261,099 Added 7.12%	3,926,438 $84.8 Million
Q3 2022 Nov 15, 2022	SELL	$18.89 - $22.64 $15.7 Million - $18.8 Million	-830,185 Reduced 18.47%	3,665,339 $69.2 Million
Q2 2022 Aug 10, 2022	SELL	$21.22 - $25.37 $435,222 - $520,338	-20,510 Reduced 0.45%	4,495,524 $96.4 Million
Q1 2022 May 13, 2022	BUY	$23.26 - $26.72 $8.92 Million - $10.2 Million	383,535 Added 9.28%	4,516,034 $113 Million
Q4 2021 Feb 10, 2022	BUY	$25.17 - $26.82 $104 Million - $111 Million	4,132,499 New	4,132,499 $108 Million

Others Institutions Holding DFAX

# of Institutions

652

Shares Held

253M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History