SUMMIT FINANCIAL STRATEGIES, INC. – Dimensional U.S. Targeted Value ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$308,000
portfolio value
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 7.90K shares | 308K | $38.97 | 7.90K |
| Q3 2021 | share | Decrease | -100.00% | -5.80K shares | -260K | $44.4 | 0 |
| Q2 2021 | share | Increase | 0.00% | 5.80K shares | 260K | $44.69 | 5.80K |