MWA
Monograph Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Hold |
291,473
| – | – | 1.11% | 14 |
|
|
2025
Q1 | $8.91M | Sell |
291,473
-4,367
| -1% | -$133K | 1.21% | 15 |
|
|
2024
Q4 | $8.88M | Hold |
295,840
| – | – | 1.17% | 15 |
|
|
2024
Q3 | $9.11M | Buy |
295,840
+25,890
| +10% | +$798K | 1.19% | 16 |
|
|
2024
Q2 | $7.8M | Buy |
269,950
+13,425
| +5% | +$388K | 1.14% | 17 |
|
|
2024
Q1 | $7.69M | Buy |
256,525
+26,350
| +11% | +$790K | 1.13% | 15 |
|
|
2023
Q4 | $6.23M | Buy |
+230,175
| New | +$6.23M | 1.12% | 13 |
|