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 $9.12 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
286,133
Previous 272,182
5.13%
Holding current value
$9.12 Million
Previous $6.56 Million
7.79%
% of portfolio
2.57%
Previous 2.55%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
611Shares Held
176MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$404 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$387 Million3.91% of portfolio
-
Ubs Group Ag6.13MShares$195 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$162 Million0.01% of portfolio
-
Foster Group, Inc.4.02MShares$128 Million4.18% of portfolio