Number of Shares
579,412.00
Current Holdings Value*
$15.33 Mil
% of Portfolio
2.09%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
20.12%

MONOGRAPH WEALTH ADVISORS, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 579,412.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $15.33 Mil. This investment constitutes 2.09% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.32% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q3. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 8 purchases of DFEM, at an average price of $24.40, for a total of 798,345.00 shares. In addition, there have been 3 sales at an average price of $26.84 for 218,933.00 shares. Based on historical transaction data and DFEM's current price of $30.24, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DFEM holdings is $3.92 Mil, reflecting a 20.12% gain to date.

MONOGRAPH WEALTH ADVISORS, LLC DFEM ($30.24) Holding Chart

MONOGRAPH WEALTH ADVISORS, LLC DFEM ($30.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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