SHAKESPEARE WEALTH MANAGEMENT, INC. – Dimensional U.S. Core Equity 2 ETF Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$554,000
portfolio value
SHAKESPEARE 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 | +1.03% | 253 shares | -24K | $22.24 | 24.88K |
| Q2 2022 | share | Increase | +56.82% | 8.92K shares | 142K | $23.3 | 24.63K |
| Q1 2022 | share | Increase | 0.00% | 15.71K shares | 436K | $27.58 | 15.71K |