EP WEALTH ADVISORS, LLC – Dimensional US Marketwide Value ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$8.51M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.11% | -3.21K shares | -673K | $29.61 | 287.52K |
| Q2 2022 | share | Increase | 0.00% | 290.74K shares | 9.18M | $31.6 | 290.74K |