Curi Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$31.85 - $37.39 $1,879 - $2,206	59 Added 0.39%	15,301 $569,000
Q3 2023 Nov 06, 2023	SELL	$33.83 - $36.19 $379,132 - $405,581	-11,207 Reduced 42.37%	15,242 $518,000
Q2 2023 Jul 31, 2023	BUY	$32.32 - $34.5 $2,197 - $2,346	68 Added 0.26%	26,449 $912,000
Q1 2023 May 03, 2023	BUY	$31.9 - $35.83 $1,945 - $2,185	61 Added 0.23%	26,381 $883,000
Q4 2022 Feb 03, 2023	BUY	$33.0 - $35.36 $1,749 - $1,874	53 Added 0.2%	26,320 $881,000

Q3 2022 Nov 08, 2022	BUY	$30.15 - $34.78 $2,140 - $2,469	71 Added 0.27%	26,267 $778,000
Q2 2022 Aug 08, 2022	BUY	$30.92 - $35.31 $809,980 - $924,980	26,196 New	26,196 $828,000

593

242M

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