MISSION WEALTH MANAGEMENT, LP – Dimensional U.S. Small Cap ETF Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$6.97M
portfolio value
MISSION WEALTH MANAGEMENT, LP 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 | +13.35% | 17.66K shares | 626K | $46.52 | 149.97K |
| Q2 2022 | share | Increase | +14.19% | 16.44K shares | -144K | $48 | 132.31K |
| Q1 2022 | share | Increase | +108.41% | 60.27K shares | 3.16M | $56.06 | 115.86K |
| Q4 2021 | share | Increase | +102.40% | 28.12K shares | 1.75M | $60.02 | 55.59K |
| Q3 2021 | share | Decrease | -48.34% | -25.70K shares | -1.52M | $57.5 | 27.46K |
| Q2 2021 | share | Increase | 0.00% | 53.17K shares | 3.10M | $58.26 | 53.17K |