MWA
Monograph Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
136,427
+6,546
| +5% | +$274K | 0.7% | 20 |
|
|
2025
Q1 | $5.47M | Buy |
129,881
+19,814
| +18% | +$834K | 0.75% | 18 |
|
|
2024
Q4 | $4.46M | Buy |
110,067
+10,066
| +10% | +$408K | 0.59% | 24 |
|
|
2024
Q3 | $4.23M | Buy |
100,001
+28,835
| +41% | +$1.22M | 0.55% | 22 |
|
|
2024
Q2 | $2.91M | Buy |
71,166
+55,061
| +342% | +$2.25M | 0.42% | 29 |
|
|
2024
Q1 | $664K | Hold |
16,105
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $665K | Buy |
+16,105
| New | +$665K | 0.12% | 46 |
|