STONE POINT WEALTH LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$993,000
portfolio value
STONE POINT WEALTH 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 | +15.96% | 6.14K shares | 95K | $22.24 | 44.67K |
| Q2 2022 | share | Increase | +11.23% | 3.89K shares | -61K | $23.3 | 38.52K |
| Q1 2022 | share | Increase | +14.66% | 4.42K shares | 89K | $27.58 | 34.63K |
| Q4 2021 | share | Increase | 0.00% | 30.20K shares | 870K | $29.03 | 30.20K |