WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC portfolio value:
$450,000
portfolio value
WEALTH ENHANCEMENT & PRESERVATION OF GA, 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 | +0.39% | 78 shares | -20K | $22.24 | 20.23K |
Q2 2022 | share | Increase | +0.37% | 75 shares | -84K | $23.3 | 20.15K |
Q1 2022 | share | Increase | 0.00% | 20.08K shares | 554K | $27.58 | 20.08K |