MWA
Monograph Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
408,744
-49,570
| -11% | -$3.31M | 3.37% | 6 |
|
|
2025
Q1 | $28.1M | Sell |
458,314
-3,030
| -0.7% | -$186K | 3.83% | 4 |
|
|
2024
Q4 | $29.6M | Buy |
461,344
+1,265
| +0.3% | +$81.2K | 3.91% | 4 |
|
|
2024
Q3 | $29.1M | Buy |
460,079
+127,975
| +39% | +$8.11M | 3.79% | 4 |
|
|
2024
Q2 | $19.8M | Buy |
332,104
+22,695
| +7% | +$1.35M | 2.89% | 7 |
|
|
2024
Q1 | $18.1M | Buy |
309,409
+24,369
| +9% | +$1.43M | 2.66% | 7 |
|
|
2023
Q4 | $15.2M | Buy |
+285,040
| New | +$15.2M | 2.74% | 7 |
|