ML & R WEALTH MANAGEMENT LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
$16.21M
portfolio value
ML & R WEALTH MANAGEMENT LLC 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 | +3.64% | 25.63K shares | -175K | $22.24 | 728.86K |
| Q2 2022 | share | Increase | +1.87% | 12.87K shares | -2.65M | $23.3 | 703.23K |
| Q1 2022 | share | Increase | +2.11% | 14.26K shares | -546K | $27.58 | 690.35K |
| Q4 2021 | share | Increase | 0.00% | 676.09K shares | 19.58M | $29.03 | 676.09K |