MODERA WEALTH MANAGEMENT, LLC – Dimensional U.S. Small Cap ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$21.4M
portfolio value
MODERA 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 | Decrease | -13.50% | -71.77K shares | -4.12M | $46.52 | 460.02K |
| Q2 2022 | share | Decrease | -2.09% | -11.37K shares | -4.92M | $48 | 531.8K |
| Q1 2022 | share | Decrease | -2.27% | -12.64K shares | -2.89M | $56.06 | 543.17K |
| Q4 2021 | share | Increase | +9.90% | 50.09K shares | 4.26M | $60.02 | 555.82K |
| Q3 2021 | share | Increase | +19.57% | 82.78K shares | 4.37M | $57.5 | 505.73K |
| Q2 2021 | share | Increase | 0.00% | 422.94K shares | 24.7M | $58.26 | 422.94K |