Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ml & R Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$22.18 - $25.58 $14,328 - $16,524	-646 Reduced 2.02%	31,331 $799,000
Q3 2023 Nov 02, 2023	BUY	$23.25 - $25.17 $73,586 - $79,663	3,165 Added 10.99%	31,977 $746,000
Q2 2023 Aug 08, 2023	SELL	$23.45 - $24.88 $171,067 - $181,499	-7,295 Reduced 20.2%	28,812 $699,000
Q1 2023 May 05, 2023	BUY	$22.5 - $24.64 $180,562 - $197,736	8,025 Added 28.58%	36,107 $869,000
Q4 2022 Feb 06, 2023	BUY	$19.06 - $23.03 $535,242 - $646,728	28,082 New	28,082 $627,000

364

234M

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