U.S. CAPITAL WEALTH ADVISORS, LLC – Dimensional US Core Equity Market ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$3.41M
portfolio value
U.S. CAPITAL WEALTH 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 | +12.14% | 14.68K shares | 214K | $25.15 | 135.71K |
| Q2 2022 | share | Increase | +16.46% | 17.10K shares | -77K | $26.43 | 121.02K |
| Q1 2022 | share | Increase | +13.31% | 12.20K shares | 249K | $31.52 | 103.92K |
| Q4 2021 | share | Increase | +29.29% | 20.77K shares | 889K | $33.07 | 91.71K |
| Q3 2021 | share | Increase | 0.00% | 70.94K shares | 2.13M | $30.14 | 70.94K |