MONOGRAPH WEALTH ADVISORS, LLC DISV Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 760,027.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $22.13 Mil. This investment constitutes 3.01% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.81% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q3. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 9 purchases of DISV, at an average price of $23.50, for a total of 821,668.00 shares. In addition, there have been 2 sales at an average price of $27.67 for 61,641.00 shares. Based on historical transaction data and DISV's current price of $32.99, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his DISV holdings is $7.47 Mil, reflecting a 38.68% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC DISV ($32.99) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC DISV ($32.99) 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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