Ownership history in MONOGRAPH WEALTH ADVISORS, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which MONOGRAPH WEALTH ADVISORS, LLC reported a position in DFA Inflation Protected Securities ETF (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 224,135 | +3,866 | +1.8% | 0.91% | $9.3M | $41.56 |
| 2025 Q3 | ADDED | 220,269 | +83,842 | +61.5% | 0.94% | $9.3M | $41.62 |
| 2025 Q2 | ADDED | 136,427 | +6,546 | +5.0% | 0.70% | $5.7M | $40.72 |
| 2025 Q1 | ADDED | 129,881 | +19,814 | +18.0% | 0.74% | $5.5M | $40.37 |
| 2024 Q4 | ADDED | 110,067 | +10,066 | +10.1% | 0.59% | $4.5M | $38.64 |
| 2024 Q3 | ADDED | 100,001 | +28,835 | +40.5% | 0.55% | $4.2M | $39.96 |
| 2024 Q2 | ADDED | 71,166 | +55,061 | +341.9% | 0.42% | $2.9M | $38.28 |
| 2024 Q1 | UNCHANGED | 16,105 | — | 0% | 0.10% | $664K | $37.96 |
| 2023 Q4 | INITIATED | 16,105 | — | — | 0.12% | $665K | — |
As of 2025 Q4 — sorted by position size