CURI WEALTH MANAGEMENT, LLC – Dimensional US Marketwide Value ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$778,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.27% | 71 shares | -50K | $29.61 | 26.26K |
| Q2 2022 | share | Increase | 0.00% | 26.19K shares | 828K | $31.6 | 26.19K |