HERITAGE WEALTH ADVISORS – Dimensional U.S. Core Equity 2 ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$721,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | 0.00% | 0 shares | -34K | $22.24 | 32.40K | |
| Q2 2022 | share | 0.00% | 0 shares | -139K | $23.3 | 32.40K | |
| Q1 2022 | share | 0.00% | 0 shares | -45K | $27.58 | 32.40K | |
| Q4 2021 | share | Decrease | -7.16% | -2.5K shares | 11.34K | $29.03 | 32.40K |
| Q3 2021 | share | 0.00% | 0 shares | -14.31K | $26.57 | 34.90K | |
| Q2 2021 | share | Increase | 0.00% | 34.90K shares | 941.73K | $26.9 | 34.90K |