CURI WEALTH MANAGEMENT, LLC – Dimensional U.S. Targeted Value ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$787,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.13% | 27 shares | -24K | $38.97 | 20.19K |
| Q2 2022 | share | Increase | +777.88% | 17.86K shares | 704K | $40.22 | 20.16K |
| Q1 2022 | share | Increase | +0.22% | 5 shares | -1K | $46.58 | 2.29K |
| Q4 2021 | share | Increase | 0.00% | 2.29K shares | 108K | $47.4 | 2.29K |