WEALTHSOURCE PARTNERS, LLC – Dimensional US Core Equity Market ETF Transaction History
WEALTHSOURCE PARTNERS, LLC portfolio value:
$8.15M
portfolio value
WEALTHSOURCE PARTNERS, LLC quarter portfolio value change:
-4.84%
quarter
Dimensional US Core Equity Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.04% | -17.19K shares | -869K | $25.15 | 324.04K |
| Q2 2022 | share | Increase | +63.31% | 132.28K shares | 2.43M | $26.43 | 341.24K |
| Q1 2022 | share | Increase | +0.28% | 575 shares | -290K | $31.52 | 208.95K |
| Q4 2021 | share | Increase | +2.58% | 5.23K shares | 753K | $33.07 | 208.37K |
| Q3 2021 | share | Increase | +2.08% | 4.14K shares | 111K | $30.14 | 203.14K |
| Q2 2021 | share | Increase | +108.39% | 103.50K shares | 3.32M | $30.13 | 198.99K |
| Q1 2021 | share | Increase | 0.00% | 95.49K shares | 2.69M | $28.03 | 95.49K |