FORTRESS WEALTH MANAGEMENT, INC. – Dimensional U.S. Targeted Value ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$697,000
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. 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 | +17.25% | 2.63K shares | 84K | $38.97 | 17.87K |
| Q2 2022 | share | Increase | +162.80% | 9.44K shares | 343K | $40.22 | 15.24K |
| Q1 2022 | share | Increase | +18.70% | 914 shares | 38K | $46.58 | 5.80K |
| Q4 2021 | share | Increase | 0.00% | 4.88K shares | 232K | $47.4 | 4.88K |