CURI WEALTH MANAGEMENT, LLC – Dimensional U.S. Small Cap ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$830,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.04% | 7 shares | -27K | $46.52 | 17.85K |
| Q2 2022 | share | Increase | +568.10% | 15.17K shares | 708K | $48 | 17.84K |
| Q1 2022 | share | Increase | +0.15% | 4 shares | -11K | $56.06 | 2.67K |
| Q4 2021 | share | Increase | 0.00% | 2.66K shares | 160K | $60.02 | 2.66K |