MONOGRAPH WEALTH ADVISORS, LLC DFUV Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 657,868.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $27.11 Mil. This investment constitutes 3.69% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.24% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 8 purchases of DFUV, at an average price of $34.08, for a total of 846,407.00 shares. In addition, there have been 4 sales at an average price of $34.95 for 188,539.00 shares. Based on historical transaction data and DFUV's current price of $42.58, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DFUV holdings is $5.76 Mil, reflecting a 19.96% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DFUV ($42.58) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DFUV ($42.58) 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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