FORVIS WEALTH ADVISORS, LLC – Dimensional US Real Estate ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$3.89M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.03%
quarter
Dimensional US Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +141.57% | 111.14K shares | 2.08M | $20.56 | 189.65K |
| Q2 2022 | share | Increase | 0.00% | 78.50K shares | 1.81M | $23.11 | 78.50K |