Consilio Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Consilio Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	SELL	$42.38 - $49.75 $860,992 - $1.01 Million	-20,316 Reduced 8.21%	227,288 $10.1 Million
Q4 2022 Jan 25, 2023	BUY	$40.24 - $46.91 $1.25 Million - $1.46 Million	31,162 Added 14.4%	247,604 $0
Q3 2022 Oct 20, 2022	SELL	$38.84 - $46.6 $633,791 - $760,418	-16,318 Reduced 7.01%	216,442 $8.44 Million
Q2 2022 Jul 27, 2022	BUY	$39.72 - $47.15 $491,892 - $583,905	12,384 Added 5.62%	232,760 $9.36 Million
Q1 2022 May 16, 2022	BUY	$44.35 - $48.64 $9.14 Million - $10 Million	206,155 Added 1449.65%	220,376 $10.3 Million
Q4 2021 Feb 14, 2022	BUY	$44.48 - $49.36 $632,550 - $701,948	14,221 New	14,221 $666,000

667

156M

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