Forvis Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Forvis Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$47.15 - $48.62 $494,179 - $509,586	-10,481 Reduced 50.23%	10,387 $494,000
Q1 2023 Apr 26, 2023	SELL	$47.4 - $48.69 $24,932 - $25,610	-526 Reduced 2.46%	20,868 $1.01 Million
Q4 2022 Feb 02, 2023	BUY	$46.51 - $48.03 $131,204 - $135,492	2,821 Added 15.19%	21,394 $1.02 Million
Q3 2022 Oct 13, 2022	BUY	$46.65 - $48.89 $315,960 - $331,131	6,773 Added 57.4%	18,573 $866,000
Q2 2022 Jul 22, 2022	BUY	$47.55 - $48.44 $561,090 - $571,592	11,800 New	11,800 $567,000

258

29.4M

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