FORTRESS WEALTH MANAGEMENT, INC. – Dimensional U.S. Core Equity 2 ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$325,000
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. 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 | +0.05% | 8 shares | -16K | $22.24 | 14.62K |
| Q2 2022 | share | Decrease | -18.32% | -3.28K shares | -153K | $23.3 | 14.62K |
| Q1 2022 | share | Increase | +0.02% | 4 shares | -24K | $27.58 | 17.90K |
| Q4 2021 | share | Increase | 0.00% | 17.89K shares | 518K | $29.03 | 17.89K |