MODERA WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$38.60M
portfolio value
MODERA WEALTH MANAGEMENT, 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 | +3.16% | 53.17K shares | -601K | $22.24 | 1.73M |
| Q2 2022 | share | Increase | +1.11% | 18.52K shares | -6.69M | $23.3 | 1.68M |
| Q1 2022 | share | Decrease | -0.68% | -11.39K shares | -2.64M | $27.58 | 1.66M |
| Q4 2021 | share | Increase | +12.53% | 186.56K shares | 8.97M | $29.03 | 1.67M |
| Q3 2021 | share | Decrease | -4.06% | -63.06K shares | -2.31M | $26.57 | 1.48M |
| Q2 2021 | share | Increase | 0.00% | 1.55M shares | 41.87M | $26.9 | 1.55M |