INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Dimensional U.S. Small Cap ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$577,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -18K | $46.52 | 12.40K | |
| Q2 2022 | share | 0.00% | 0 shares | -100K | $48 | 12.40K | |
| Q1 2022 | share | 0.00% | 0 shares | -49K | $56.06 | 12.40K | |
| Q4 2021 | share | 0.00% | 0 shares | 31K | $60.02 | 12.40K | |
| Q3 2021 | share | 0.00% | 0 shares | -11K | $57.5 | 12.40K | |
| Q2 2021 | share | Increase | 0.00% | 12.40K shares | 724K | $58.26 | 12.40K |