MATTERN WEALTH MANAGEMENT LLC – Dimensional U.S. Targeted Value ETF Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
$8.17M
portfolio value
MATTERN 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 | Decrease | -4.79% | -10.54K shares | -686K | $38.97 | 209.64K |
Q2 2022 | share | Decrease | -5.67% | -13.22K shares | -2.01M | $40.22 | 220.19K |
Q1 2022 | share | Increase | +198.35% | 155.18K shares | 7.15M | $46.58 | 233.41K |
Q4 2021 | share | Increase | 0.00% | 78.23K shares | 3.71M | $47.4 | 78.23K |