WATERFRONT WEALTH INC. – Dimensional U.S. Small Cap ETF Transaction History
WATERFRONT WEALTH INC. portfolio value:
$939,000
portfolio value
WATERFRONT WEALTH INC. 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 | +2.79% | 493 shares | 90K | $46.52 | 18.18K |
| Q2 2022 | share | Increase | +8.83% | 1.43K shares | -35K | $48 | 17.69K |
| Q1 2022 | share | Increase | +1.21% | 194 shares | -80K | $56.06 | 16.25K |
| Q4 2021 | share | Increase | 0.00% | 16.06K shares | 964K | $60.02 | 16.06K |