PLANTE MORAN FINANCIAL ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$687,000
portfolio value
PLANTE MORAN FINANCIAL 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 | +0.03% | 6 shares | -21K | $38.97 | 17.61K |
| Q2 2022 | share | Decrease | -6.00% | -1.12K shares | -165K | $40.22 | 17.61K |
| Q1 2022 | share | Increase | +3.09% | 562 shares | 9K | $46.58 | 18.73K |
| Q4 2021 | share | Decrease | -7.44% | -1.46K shares | -8K | $47.4 | 18.17K |
| Q3 2021 | share | Decrease | -16.33% | -3.83K shares | -179K | $44.4 | 19.63K |
| Q2 2021 | share | Increase | 0.00% | 23.46K shares | 1.05M | $44.69 | 23.46K |