CONCORD WEALTH PARTNERS – Dimensional US Core Equity Market ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$225,000
portfolio value
CONCORD WEALTH PARTNERS 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 | +19.90% | 1.48K shares | 28K | $25.15 | 8.93K |
| Q2 2022 | share | 0.00% | 0 shares | -38K | $26.43 | 7.44K | |
| Q1 2022 | share | Increase | +4833.11% | 7.29K shares | 230K | $31.52 | 7.44K |
| Q4 2021 | share | Increase | 0.00% | 151 shares | 5K | $33.07 | 151 |