APRIO WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$1.88M
portfolio value
APRIO 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 | Decrease | -1.23% | -1.05K shares | -115K | $22.24 | 84.95K |
| Q2 2022 | share | Increase | 0.00% | 86.00K shares | 2.00M | $23.3 | 86.00K |
| Q1 2022 | share | Decrease | -100.00% | -91.08K shares | -2.63M | $27.58 | 0 |
| Q4 2021 | share | Increase | +0.01% | 8 shares | 219K | $29.03 | 91.08K |
| Q3 2021 | share | Decrease | -0.19% | -177 shares | -42K | $26.57 | 91.07K |
| Q2 2021 | share | Increase | 0.00% | 91.25K shares | 2.46M | $26.9 | 91.25K |