WMG FINANCIAL ADVISORS, LLC – Dimensional U.S. Targeted Value ETF Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$1.37M
portfolio value
WMG FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.54% | 3.35K shares | 91K | $38.97 | 35.13K |
| Q2 2022 | share | Increase | +21.35% | 5.59K shares | 58K | $40.22 | 31.78K |
| Q1 2022 | share | Increase | +37.09% | 7.08K shares | 310K | $46.58 | 26.19K |
| Q4 2021 | share | Increase | 0.00% | 19.10K shares | 910K | $47.4 | 19.10K |