MARCUM WEALTH, LLC – Dimensional U.S. Targeted Value ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$1.68M
portfolio value
MARCUM WEALTH, 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 | +0.12% | 50 shares | -52K | $38.97 | 43.27K |
Q2 2022 | share | Increase | 0.00% | 43.22K shares | 1.73M | $40.22 | 43.22K |