MWA
Monograph Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
254,770
-1,268
| -0.5% | -$54.3K | 1.35% | 13 |
|
|
2025
Q1 | $10.1M | Sell |
256,038
-21,726
| -8% | -$855K | 1.37% | 13 |
|
|
2024
Q4 | $9.86M | Sell |
277,764
-2,759
| -1% | -$97.9K | 1.3% | 13 |
|
|
2024
Q3 | $10.7M | Buy |
280,523
+35,353
| +14% | +$1.35M | 1.39% | 13 |
|
|
2024
Q2 | $8.81M | Buy |
245,170
+49,785
| +25% | +$1.79M | 1.29% | 15 |
|
|
2024
Q1 | $7.18M | Sell |
195,385
-10,160
| -5% | -$373K | 1.05% | 16 |
|
|
2023
Q4 | $7.06M | Buy |
205,545
+8,910
| +5% | +$306K | 1.27% | 12 |
|
|
2023
Q3 | $6.41M | Sell |
196,635
-2,147
| -1% | -$70K | 1.27% | 11 |
|
|
2023
Q2 | $6.53M | Sell |
198,782
-1,028
| -0.5% | -$33.8K | 1.4% | 10 |
|
|
2023
Q1 | $6.44M | Sell |
199,810
-527
| -0.3% | -$17K | 1.51% | 10 |
|
|
2022
Q4 | $6.09M | Sell |
200,337
-1,445
| -0.7% | -$43.9K | 1.61% | 8 |
|
|
2022
Q3 | $5.2M | Buy |
201,782
+103
| +0.1% | +$2.65K | 1.7% | 8 |
|
|
2022
Q2 | $5.83M | Buy |
201,679
+343
| +0.2% | +$9.91K | 1.69% | 7 |
|
|
2022
Q1 | $6.74M | Sell |
201,336
-7,461
| -4% | -$250K | 1.7% | 8 |
|
|
2021
Q4 | $6.85M | Buy |
+208,797
| New | +$6.85M | 1.72% | 8 |
|