SUMMIT FINANCIAL STRATEGIES, INC. – Dimensional US Marketwide Value ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$2.94M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. 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 | -4.91% | -5.13K shares | -360K | $29.61 | 99.32K |
| Q2 2022 | share | Increase | 0.00% | 104.45K shares | 3.30M | $31.6 | 104.45K |