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
424Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$327 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.5 Million0.26% of portfolio