BORDEAUX WEALTH ADVISORS LLC – Dimensional U.S. Small Cap ETF Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$5.85M
portfolio value
BORDEAUX WEALTH ADVISORS LLC 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 | Decrease | -0.34% | -429 shares | -207K | $46.52 | 125.79K |
| Q2 2022 | share | Decrease | -0.43% | -542 shares | -1.04M | $48 | 126.22K |
| Q1 2022 | share | Increase | +0.01% | 18 shares | -497K | $56.06 | 126.76K |
| Q4 2021 | share | Decrease | -3.08% | -4.02K shares | 85K | $60.02 | 126.75K |
| Q3 2021 | share | Decrease | -15.02% | -23.11K shares | -1.46M | $57.5 | 130.77K |
| Q2 2021 | share | Increase | 0.00% | 153.89K shares | 8.98M | $58.26 | 153.89K |