EXENCIAL WEALTH ADVISORS, LLC – Dimensional US Marketwide Value ETF Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$6.78M
portfolio value
EXENCIAL 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 | -0.06% | -148 shares | -461K | $29.61 | 229.11K |
| Q2 2022 | share | Increase | 0.00% | 229.26K shares | 7.24M | $31.6 | 229.26K |