CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Dimensional US Marketwide Value ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$467,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.92% | -816 shares | -58K | $29.61 | 15.78K |
| Q2 2022 | share | Increase | 0.00% | 16.60K shares | 525K | $31.6 | 16.60K |