MONOGRAPH WEALTH ADVISORS, LLC DFAX Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 5.54 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $145.18 Mil. This investment constitutes 19.78% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 1.9% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 10 purchases of DFAX, at an average price of $25.22, for a total of 6.54 Mil shares. In addition, there have been 3 sales at an average price of $21.97 for 1.00 Mil shares. Based on historical transaction data and DFAX's current price of $29.48, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DFAX holdings is $20.39 Mil, reflecting a 12.36% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DFAX ($29.48) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DFAX ($29.48) 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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