United Capital Financial Advisers, LLC Dimensional ETF Tr U S Core Eq Transaction History

United Capital Financial Advisers, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$26.05 - $28.22 $1.3 Million - $1.41 Million	-49,939 Reduced 7.46%	619,292 $16.2 Million
Q2 2023 Aug 14, 2023	SELL	$24.86 - $27.15 $707,813 - $773,014	-28,472 Reduced 4.08%	669,231 $18.2 Million
Q1 2023 Aug 14, 2023	BUY	$24.18 - $26.58 $688,452 - $756,785	28,472 Added 4.25%	697,703 $17.8 Million
Q1 2023 May 15, 2023	SELL	$24.18 - $26.58 $2.01 Million - $2.21 Million	-83,030 Reduced 10.63%	697,703 $17.8 Million
Q4 2022 Feb 14, 2023	SELL	$22.49 - $25.81 $1.22 Million - $1.4 Million	-54,360 Reduced 6.51%	780,733 $19 Million
Q3 2022 Nov 14, 2022	SELL	$22.24 - $26.54 $221,688 - $264,550	-9,968 Reduced 1.18%	835,093 $18.6 Million
Q2 2022 Aug 11, 2022	SELL	$22.75 - $27.77 $156,929 - $191,557	-6,898 Reduced 0.81%	845,061 $19.7 Million
Q1 2022 May 16, 2022	BUY	$25.76 - $29.21 $85,729 - $97,210	3,328 Added 0.39%	851,959 $23.5 Million
Q4 2021 Feb 14, 2022	SELL	$26.63 - $29.09 $1.22 Million - $1.33 Million	-45,880 Reduced 5.13%	848,631 $24.6 Million
Q3 2021 Nov 15, 2021	SELL	$26.06 - $27.9 $18,763 - $20,088	-720 Reduced 0.08%	894,511 $23.8 Million
Q2 2021 Aug 13, 2021	BUY	$25.92 - $26.98 $23.2 Million - $24.2 Million	895,231 New	895,231 $24.2 Million

900

721M

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