CROWN WEALTH GROUP, LLC – Dimensional US Marketwide Value ETF Transaction History
CROWN WEALTH GROUP, LLC portfolio value:
$2.85M
portfolio value
CROWN WEALTH GROUP, 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 | -11.74% | -12.84K shares | -597K | $29.61 | 96.50K |
Q2 2022 | share | Increase | 0.00% | 109.34K shares | 3.45M | $31.6 | 109.34K |