MONOGRAPH WEALTH ADVISORS, LLC DFAT Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 784,110.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $40.37 Mil. This investment constitutes 5.5% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.4% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 10 purchases of DFAT, at an average price of $47.64, for a total of 838,732.00 shares. In addition, there have been 3 sales at an average price of $50.50 for 54,622.00 shares. Based on historical transaction data and DFAT's current price of $55.35, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DFAT holdings is $6.20 Mil, reflecting a 15.52% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DFAT ($55.35) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DFAT ($55.35) 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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