SUREVEST, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
SUREVEST, LLC portfolio value:
$350,000
portfolio value
SUREVEST, 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 | 0.00% | 0 shares | -17K | $22.24 | 15.75K | |
| Q2 2022 | share | Increase | 0.00% | 15.75K shares | 367K | $23.3 | 15.75K |
| Q1 2022 | share | Decrease | -100.00% | -3.88K shares | -113K | $27.58 | 0 |
| Q4 2021 | share | Increase | 0.00% | 3.88K shares | 113K | $29.03 | 3.88K |