WILLOW CREEK WEALTH MANAGEMENT INC. – Dimensional U.S. Core Equity 2 ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$2.26M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. 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 | +17.27% | 14.98K shares | 241K | $22.24 | 101.75K |
| Q2 2022 | share | Increase | +13.49% | 10.31K shares | -87K | $23.3 | 86.77K |
| Q1 2022 | share | Increase | +4.78% | 3.49K shares | -5K | $27.58 | 76.45K |
| Q4 2021 | share | Decrease | -0.60% | -441 shares | 164K | $29.03 | 72.96K |
| Q3 2021 | share | Decrease | -0.13% | -92 shares | -33K | $26.57 | 73.40K |
| Q2 2021 | share | Increase | 0.00% | 73.49K shares | 1.98M | $26.9 | 73.49K |