FORVIS WEALTH ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$33.38M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.15% | 34.15K shares | 303K | $38.97 | 856.72K |
| Q2 2022 | share | Increase | 0.00% | 822.56K shares | 33.08M | $40.22 | 822.56K |