LIBERTY WEALTH MANAGEMENT LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$24.73M
portfolio value
LIBERTY 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 | +999.23% | 1.01M shares | 22.37M | $22.24 | 1.11M |
| Q2 2022 | share | Increase | +1.44% | 1.43K shares | -352K | $23.3 | 101.19K |
| Q1 2022 | share | Increase | +198.75% | 66.36K shares | 1.74M | $27.58 | 99.76K |
| Q4 2021 | share | Increase | +9.10% | 2.78K shares | 154K | $29.03 | 33.39K |
| Q3 2021 | share | Increase | +0.15% | 45 shares | -12K | $26.57 | 30.60K |
| Q2 2021 | share | Increase | 0.00% | 30.56K shares | 825K | $26.9 | 30.56K |