CASTLE WEALTH MANAGEMENT LLC – Dimensional U.S. Targeted Value ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$236,000
portfolio value
CASTLE 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 | +84.77% | 2.77K shares | 104K | $38.97 | 6.05K |
| Q2 2022 | share | Increase | 0.00% | 3.27K shares | 132K | $40.22 | 3.27K |