FORVIS WEALTH ADVISORS, LLC – Dimensional US Core Equity Market ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$8.15M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.84%
quarter
Dimensional US Core Equity Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.07% | 67.04K shares | 1.35M | $25.15 | 324.18K |
| Q2 2022 | share | Increase | 0.00% | 257.14K shares | 6.79M | $26.43 | 257.14K |