MISSION WEALTH MANAGEMENT, LP – Dimensional U.S. Core Equity 2 ETF Transaction History
MISSION WEALTH MANAGEMENT, LP portfolio value:
$2.79M
portfolio value
MISSION WEALTH MANAGEMENT, LP 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 | +14.09% | 15.48K shares | 228K | $22.24 | 125.42K |
| Q2 2022 | share | Increase | +5.63% | 5.86K shares | -309K | $23.3 | 109.94K |
| Q1 2022 | share | Increase | +5.75% | 5.65K shares | 20K | $27.58 | 104.08K |
| Q4 2021 | share | Increase | +132.42% | 56.07K shares | 1.72M | $29.03 | 98.42K |
| Q3 2021 | share | Decrease | -0.89% | -382 shares | -28K | $26.57 | 42.34K |
| Q2 2021 | share | Increase | 0.00% | 42.73K shares | 1.15M | $26.9 | 42.73K |