BETA WEALTH GROUP, INC. – Dimensional U.S. Small Cap ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$700,000
portfolio value
BETA WEALTH GROUP, INC. 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 | Increase | +0.42% | 63 shares | -19K | $46.52 | 15.04K |
| Q2 2022 | share | Decrease | -9.00% | -1.48K shares | -204K | $48 | 14.98K |
| Q1 2022 | share | Increase | 0.00% | 16.46K shares | 923K | $56.06 | 16.46K |