First Purpose Wealth LLC Dimensional ETF Tr Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, First Purpose Wealth LLC holds 286,133 shares of DFAE stock, worth $7.39 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
286,133
Previous 272,182
5.13%
Holding current value
$7.39 Million
Previous $6.56 Million
7.79%
% of portfolio
2.57%
Previous 2.55%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio