Monograph Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$978K Buy
14,579
+1,975
+16% +$132K 0.12% 54
2025
Q1
$772K Buy
12,604
+8,297
+193% +$508K 0.11% 54
2024
Q4
$269K Buy
+4,307
New +$269K 0.04% 96