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Dimensional Etf Trust shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $600k 25k 23.85
2025-06-30 $666k 28k 23.46
2025-03-31 $737k 31k 23.77
2024-12-31 $721k 31k 23.27
2024-09-30 $783k 31k 25.64
2024-06-30 $671k 30k 22.10

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

Top funds holding Dimensional Etf Trust

Colony
Prudential Financial
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Root Financial Partners
RAM Investment Partners
Moisand Fitzgerald Tamayo
Beaird Harris Wealth Management
Great Oak Capital Partners
Rather & Kittrell
Phillips Financial Management
Sequoia Financial Advisors
Wealth Dimensions Group
Savant Capital Management
Bridgewater Advisors

View all funds holding Dimensional Etf Trust