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Dimensional Etf Trust shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Dimensional Etf Trust

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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 $1.1M 15k 71.86
2025-06-30 $978k 15k 67.08
2025-03-31 $772k 13k 61.28
2024-12-31 $269k 4.3k 62.46

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

First Pacific Financial
Arlington Financial Advisors
Wealth Management Nebraska
DiNuzzo Private Wealth
Strategic Investment Solutions
Abacus Planning Group
Keyes, Stange & Wooten Wealth Management
Bryant Woods Investment Advisors
Sivia Capital Partners
Fundamentun
UMA Financial Services
McMill Wealth Management
Triune Financial Partners
Maseco
HFG Wealth Management

View all funds holding Dimensional Etf Trust