FORVIS WEALTH ADVISORS, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$53.25M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.02% | 256.95K shares | 3.44M | $22.24 | 2.39M |
| Q2 2022 | share | Increase | +454.18% | 1.75M shares | 39.16M | $23.3 | 2.13M |
| Q1 2022 | share | Decrease | -0.57% | -2.20K shares | -600K | $27.58 | 385.71K |
| Q4 2021 | share | Increase | +0.50% | 1.94K shares | 983K | $29.03 | 387.91K |
| Q3 2021 | share | Increase | +6.75% | 24.40K shares | 500K | $26.57 | 385.97K |
| Q2 2021 | share | Increase | 0.00% | 361.56K shares | 9.75M | $26.9 | 361.56K |