MONOGRAPH WEALTH ADVISORS, LLC DFAC Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 6.75 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $222.52 Mil. This investment constitutes 30.31% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.71% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 11 purchases of DFAC, at an average price of $27.66, for a total of 6.82 Mil shares. In addition, there have been 2 sales at an average price of $33.02 for 76,545.00 shares. Based on historical transaction data and DFAC's current price of $36.53, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DFAC holdings is $60.21 Mil, reflecting a 31.91% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DFAC ($36.53) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DFAC ($36.53) 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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