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MONOGRAPH WEALTH ADVISORS, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONOGRAPH WEALTH ADVISORS, LLC on DFAI, newest first. How the timeline and the estimate are built.

MONOGRAPH WEALTH ADVISORS, LLC held 374,090 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,090 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $15,431,213.

    13F-HR 0001776588-26-000003 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 374,090 shares
    Change vs previous 13F +71,855 shares

    1.38% of the 13F portfolio, value $14,574,546.

    13F-HR 0001776588-26-000002 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 302,235 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $11,518,176.

    13F-HR 0001776588-26-000001 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 302,235 shares
    Change vs previous 13F +268,280 shares

    1.11% of the 13F portfolio, value $10,986,242.

    13F-HR 0001776588-25-000009 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,955 shares
    Change vs previous 13F +25,075 shares

    0.14% of the 13F portfolio, value $1,173,824.

    13F-HR 0001776588-25-000006 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $277,322.

    13F-HR 0001776588-25-000005 filed by MONOGRAPH WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).