Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

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 53,344 shares of DFIC stock, worth $1.41 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
53,344
Previous 150,169 64.48%
Holding current value
$1.41 Million
Previous $3.95 Million 61.97%
% of portfolio
0.21%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$25.36 - $28.37 $2.46 Million - $2.75 Million
-96,825 Reduced 64.48%
53,344 $1.5 Million
Q2 2024

Aug 14, 2024
BUY
$25.73 - $27.44 $2.77 Million - $2.95 Million
107,614 Added 252.88%
150,169 $3.95 Million
Q1 2024

May 14, 2024
BUY
$24.62 - $26.83 $450,028 - $490,425
18,279 Added 75.3%
42,555 $1.14 Million
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $272,326 - $314,071
12,278 Added 102.33%
24,276 $619,000
Q3 2023

Nov 15, 2023
BUY
$23.25 - $25.17 $278,953 - $301,989
11,998 New
11,998 $280,000

Others Institutions Holding DFIC

# of Institutions
372
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email