EVERSOURCE WEALTH ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$2.22M
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC quarter portfolio value change:
-3.11%
quarter
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 | +36.63% | 15.3K shares | 545K | $38.97 | 57.06K |
| Q2 2022 | share | Decrease | -3.80% | -1.64K shares | -343K | $40.22 | 41.76K |
| Q1 2022 | share | Decrease | -9.11% | -4.35K shares | -247K | $46.58 | 43.41K |
| Q4 2021 | share | Increase | 0.00% | 47.77K shares | 2.27M | $47.4 | 47.77K |