Birchcreek Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Birchcreek Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$25.64 - $27.32 $329,012 - $350,570	-12,832 Reduced 60.5%	8,378 $215,000
Q2 2023 Jul 20, 2023	BUY	$24.51 - $26.54 $105,417 - $114,148	4,301 Added 25.44%	21,210 $562,000
Q1 2023 May 01, 2023	BUY	$23.91 - $25.61 $57,120 - $61,182	2,389 Added 16.45%	16,909 $425,000
Q4 2022 Feb 06, 2023	BUY	$22.82 - $25.35 $7,279 - $8,086	319 Added 2.25%	14,520 $348,000
Q3 2022 Nov 14, 2022	BUY	$21.92 - $25.56 $311,285 - $362,977	14,201 New	14,201 $303,000

278

166M

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