Dimensional Etf Trust shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 56k | 30.80 |
| 2024-06-30 | $1.4M | 47k | 28.78 |
| 2024-03-31 | $1.4M | 47k | 30.10 |
| 2023-12-31 | $1.4M | 47k | 29.12 |
| 2023-09-30 | $1.1M | 44k | 25.34 |
| 2023-06-30 | $1.0M | 40k | 25.70 |
| 2023-03-31 | $497k | 20k | 24.93 |
| 2022-12-31 | $494k | 20k | 24.77 |
| 2022-09-30 | $402k | 18k | 21.80 |