SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$3.5M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 | Decrease | -2.64% | -4.27K shares | -267K | $22.24 | 157.39K |
| Q2 2022 | share | Decrease | -0.38% | -620 shares | -709K | $23.3 | 161.66K |
| Q1 2022 | share | Increase | +4.34% | 6.75K shares | -30K | $27.58 | 162.28K |
| Q4 2021 | share | Increase | +7.18% | 10.41K shares | 650K | $29.03 | 155.53K |
| Q3 2021 | share | Increase | +5.55% | 7.62K shares | 146K | $26.57 | 145.12K |
| Q2 2021 | share | Increase | 0.00% | 137.49K shares | 3.71M | $26.9 | 137.49K |