WMG FINANCIAL ADVISORS, LLC – Dimensional U.S. Small Cap ETF Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$256,000
portfolio value
WMG FINANCIAL 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 | -5.52% | -320 shares | -21K | $46.52 | 5.48K |
| Q2 2022 | share | 0.00% | 0 shares | -48K | $48 | 5.8K | |
| Q1 2022 | share | Decrease | -14.71% | -1K shares | -83K | $56.06 | 5.8K |
| Q4 2021 | share | Increase | 0.00% | 6.8K shares | 408K | $60.02 | 6.8K |