FORVIS WEALTH ADVISORS, LLC – Dimensional U.S. Small Cap ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$23.43M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -2.35% | -12.14K shares | -1.32M | $46.52 | 503.68K |
Q2 2022 | share | Increase | 0.00% | 515.82K shares | 24.76M | $48 | 515.82K |