CASTLE WEALTH MANAGEMENT LLC – Dimensional US Marketwide Value ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$437,000
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.19% | -3.97K shares | -155K | $29.61 | 14.76K |
| Q2 2022 | share | Increase | 0.00% | 18.73K shares | 592K | $31.6 | 18.73K |