LIBERTY WEALTH MANAGEMENT LLC – Dimensional U.S. Targeted Value ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$9.46M
portfolio value
LIBERTY WEALTH MANAGEMENT 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 | +292.22% | 181.18K shares | 6.97M | $38.97 | 243.18K |
| Q2 2022 | share | Increase | +5.30% | 3.12K shares | -230K | $40.22 | 62.00K |
| Q1 2022 | share | Increase | 0.00% | 58.88K shares | 2.72M | $46.58 | 58.88K |
| Q4 2021 | share | Decrease | -100.00% | -1.89K shares | -84K | $47.4 | 0 |
| Q3 2021 | share | Increase | +0.21% | 4 shares | -1K | $44.4 | 1.89K |
| Q2 2021 | share | Increase | 0.00% | 1.88K shares | 85K | $44.69 | 1.88K |