MARIETTA WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$1.58M
portfolio value
MARIETTA WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -75K | $22.24 | 71.30K | |
| Q2 2022 | share | 0.00% | 0 shares | -306K | $23.3 | 71.30K | |
| Q1 2022 | share | Decrease | -0.45% | -325 shares | -108K | $27.58 | 71.30K |
| Q4 2021 | share | Increase | +0.41% | 292 shares | 180K | $29.03 | 71.63K |
| Q3 2021 | share | Increase | +0.28% | 198 shares | -24K | $26.57 | 71.33K |
| Q2 2021 | share | Increase | 0.00% | 71.14K shares | 1.91M | $26.9 | 71.14K |