BEAIRD HARRIS WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
BEAIRD HARRIS WEALTH MANAGEMENT, LLC portfolio value:
$1.23M
portfolio value
BEAIRD HARRIS 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 | +0.05% | 28 shares | -59K | $22.24 | 55.59K |
Q2 2022 | share | Decrease | -3.33% | -1.91K shares | -290K | $23.3 | 55.56K |
Q1 2022 | share | Increase | +0.03% | 20 shares | -80K | $27.58 | 57.47K |
Q4 2021 | share | Increase | 0.00% | 57.45K shares | 1.66M | $29.03 | 57.45K |