PRW WEALTH MANAGEMENT LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
PRW WEALTH MANAGEMENT LLC portfolio value:
$286,000
portfolio value
PRW 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 | Increase | +0.38% | 49 shares | -13K | $22.24 | 12.88K |
| Q2 2022 | share | Decrease | -7.58% | -1.05K shares | -84K | $23.3 | 12.83K |
| Q1 2022 | share | Increase | +0.22% | 31 shares | -18K | $27.58 | 13.88K |
| Q4 2021 | share | Increase | +0.41% | 56 shares | 34K | $29.03 | 13.85K |
| Q3 2021 | share | Increase | 0.00% | 13.79K shares | 367K | $26.57 | 13.79K |