SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Dimensional US Core Equity Market ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$5.44M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 | Increase | +1.33% | 2.85K shares | -202K | $25.15 | 216.47K |
| Q2 2022 | share | Increase | +8.12% | 16.03K shares | -582K | $26.43 | 213.62K |
| Q1 2022 | share | Increase | +5.10% | 9.58K shares | 24K | $31.52 | 197.58K |
| Q4 2021 | share | Increase | +14.49% | 23.79K shares | 1.25M | $33.07 | 188.00K |
| Q3 2021 | share | Increase | +6.29% | 9.71K shares | 282K | $30.14 | 164.21K |
| Q2 2021 | share | Increase | +33.12% | 38.44K shares | 1.39M | $30.13 | 154.5K |
| Q1 2021 | share | Increase | +1120.38% | 106.54K shares | 3.02M | $28.03 | 116.05K |
| Q4 2020 | share | Increase | 0.00% | 9.51K shares | 250K | $26.1 | 9.51K |