CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Dimensional US Marketwide Value ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$2.11M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, 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 | Increase | 0.00% | 2 shares | -142K | $29.61 | 71.38K |
| Q2 2022 | share | Increase | 0.00% | 71.38K shares | 2.25M | $31.6 | 71.38K |