BEAIRD HARRIS WEALTH MANAGEMENT, LLC – Dimensional U.S. Targeted Value ETF Transaction History
BEAIRD HARRIS WEALTH MANAGEMENT, LLC portfolio value:
$23.75M
portfolio value
BEAIRD HARRIS WEALTH MANAGEMENT, 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 | +9.78% | 54.27K shares | 1.42M | $38.97 | 609.46K |
| Q2 2022 | share | Decrease | -2.12% | -12.02K shares | -4.09M | $40.22 | 555.19K |
| Q1 2022 | share | Decrease | -7.82% | -48.14K shares | -2.82M | $46.58 | 567.22K |
| Q4 2021 | share | Increase | 0.00% | 615.36K shares | 29.24M | $47.4 | 615.36K |