Curi Wealth Management, LLC Dimensional ETF Tr Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$30.86 - $34.46 $2,407 - $2,687	78 Added 0.93%	8,487 $291,000
Q3 2023 Nov 06, 2023	BUY	$32.1 - $34.42 $2,247 - $2,409	70 Added 0.84%	8,409 $274,000
Q2 2023 Jul 31, 2023	BUY	$31.45 - $33.77 $4,465 - $4,795	142 Added 1.73%	8,339 $273,000
Q1 2023 May 03, 2023	BUY	$30.43 - $33.38 $1,065 - $1,168	35 Added 0.43%	8,197 $264,000
Q4 2022 Feb 03, 2023	BUY	$25.88 - $31.1 $1,915 - $2,301	74 Added 0.91%	8,162 $248,000
Q3 2022 Nov 08, 2022	BUY	$25.71 - $30.57 $1,054 - $1,253	41 Added 0.51%	8,088 $208,000
Q2 2022 Aug 08, 2022	BUY	$28.66 - $33.84 $230,627 - $272,310	8,047 New	8,047 $232,000

541

191M

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