CONCORD WEALTH PARTNERS – Dimensional U.S. Targeted Value ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$223,000
portfolio value
CONCORD WEALTH PARTNERS 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 | +106.72% | 2.95K shares | 112K | $38.97 | 5.71K |
| Q2 2022 | share | Increase | 0.00% | 2.76K shares | 111K | $40.22 | 2.76K |