CONCORD WEALTH PARTNERS – Dimensional U.S. Core Equity 2 ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$2.33M
portfolio value
CONCORD WEALTH PARTNERS 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 | +3.23% | 3.29K shares | -35K | $22.24 | 105.16K |
| Q2 2022 | share | Increase | 0.00% | 101.87K shares | 2.37M | $23.3 | 101.87K |
| Q1 2022 | share | Decrease | -100.00% | -101.47K shares | -2.94M | $27.58 | 0 |
| Q4 2021 | share | Increase | 0.00% | 101.47K shares | 2.94M | $29.03 | 101.47K |