ML & R WEALTH MANAGEMENT LLC – Dimensional U.S. Small Cap ETF Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
$28.60M
portfolio value
ML & R WEALTH MANAGEMENT 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 | Increase | +6.38% | 36.89K shares | 861K | $46.52 | 614.84K |
Q2 2022 | share | Decrease | -7.82% | -49.04K shares | -7.40M | $48 | 577.94K |
Q1 2022 | share | Increase | +1.13% | 7.03K shares | -2.04M | $56.06 | 626.98K |
Q4 2021 | share | Increase | 0.00% | 619.95K shares | 37.19M | $60.02 | 619.95K |