TOTAL WEALTH PLANNING, LLC – Dimensional US Core Equity Market ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$839,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -82.22% | -154.29K shares | -4.12M | $25.15 | 33.36K |
| Q2 2022 | share | Decrease | -37.29% | -111.59K shares | -4.47M | $26.43 | 187.66K |
| Q1 2022 | share | Increase | 0.00% | 299.26K shares | 9.43M | $31.52 | 299.26K |