MONOGRAPH WEALTH ADVISORS, LLC DCOR Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 458,314.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $28.11 Mil. This investment constitutes 3.83% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 1.82% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2023Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 5 purchases of DCOR, at an average price of $53.56, for a total of 461,344.00 shares. In addition, there have been 1 sales at an average price of $64.43 for 3,030.00 shares. Based on historical transaction data and DCOR's current price of $68.08, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DCOR holdings is $6.69 Mil, reflecting a 27.06% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DCOR ($68.08) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DCOR ($68.08) 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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