United Capital Financial Advisers, LLC Dimensional ETF Tr Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$32.1 - $34.42 $9,469 - $10,153	-295 Reduced 0.57%	51,829 $1.69 Million
Q2 2023 Aug 14, 2023	SELL	$31.45 - $33.77 $15,379 - $16,513	-489 Reduced 0.93%	52,124 $1.71 Million
Q1 2023 Aug 14, 2023	BUY	$30.43 - $33.38 $14,880 - $16,322	489 Added 0.94%	52,613 $1.7 Million
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $2,160 - $2,369	71 Added 0.14%	52,613 $1.7 Million
Q4 2022 Feb 14, 2023	SELL	$25.88 - $31.1 $854 - $1,026	-33 Reduced 0.06%	52,542 $1.6 Million
Q3 2022 Nov 14, 2022	SELL	$25.71 - $30.57 $181,949 - $216,343	-7,077 Reduced 11.86%	52,575 $1.35 Million
Q2 2022 Aug 11, 2022	BUY	$28.66 - $33.84 $110,426 - $130,385	3,853 Added 6.91%	59,652 $1.72 Million
Q1 2022 May 16, 2022	BUY	$30.75 - $35.49 $30,381 - $35,064	988 Added 1.8%	55,799 $1.87 Million
Q4 2021 Feb 14, 2022	BUY	$31.61 - $34.21 $8,692 - $9,407	275 Added 0.5%	54,811 $1.8 Million
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $1.76 Million - $1.84 Million	54,536 New	54,536 $1.79 Million

559

193M

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