INTEGRATED WEALTH CONCEPTS LLC – Dimensional US Marketwide Value ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$9.74M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC 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 | Increase | +0.35% | 1.16K shares | -618K | $29.61 | 329.17K |
| Q2 2022 | share | Increase | 0.00% | 328.01K shares | 10.36M | $31.6 | 328.01K |