TRANSFORM WEALTH, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$219,000
portfolio value
TRANSFORM WEALTH, 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 | Decrease | -3.67% | -375 shares | -19K | $22.24 | 9.83K |
| Q2 2022 | share | Decrease | -3.73% | -396 shares | -55K | $23.3 | 10.21K |
| Q1 2022 | share | Decrease | -9.54% | -1.11K shares | -47K | $27.58 | 10.60K |
| Q4 2021 | share | 0.00% | 0 shares | 28K | $29.03 | 11.72K | |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $26.57 | 11.72K | |
| Q2 2021 | share | Increase | 0.00% | 11.72K shares | 316K | $26.9 | 11.72K |