KEUDELL/MORRISON WEALTH MANAGEMENT – Dimensional U.S. Core Equity 2 ETF Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$25.58M
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | -4.14% | -49.72K shares | -2.37M | $22.24 | 1.15M |
| Q2 2022 | share | Decrease | -8.60% | -112.94K shares | -8.25M | $23.3 | 1.20M |
| Q1 2022 | share | Decrease | -22.95% | -391.10K shares | -13.15M | $27.58 | 1.31M |
| Q4 2021 | share | Increase | 0.00% | 1.70M shares | 49.37M | $29.03 | 1.70M |