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 $7.88 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
286,133
Previous 272,182 5.13%
Holding current value
$7.88 Million
Previous $6.56 Million 7.79%
% of portfolio
2.57%
Previous 2.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$22.74 - $24.88 $317,245 - $347,100
13,951 Added 5.13%
286,133 $7.07 Million
Q4 2023

Apr 22, 2024
BUY
$21.63 - $24.11 $533,806 - $595,010
24,679 Added 9.97%
272,182 $6.56 Million
Q3 2023

Oct 30, 2023
BUY
$22.43 - $24.83 $307,268 - $340,146
13,699 Added 5.86%
247,503 $5.59 Million
Q2 2023

Jul 21, 2023
BUY
$22.38 - $24.3 $1.02 Million - $1.11 Million
45,646 Added 24.26%
233,804 $5.49 Million
Q1 2023

May 03, 2023
BUY
$21.78 - $24.36 $486,499 - $544,129
22,337 Added 13.47%
188,158 $4.33 Million
Q4 2022

Jan 26, 2023
BUY
$19.67 - $22.73 $684,791 - $791,322
34,814 Added 26.57%
165,821 $0
Q3 2022

Oct 24, 2022
BUY
$20.09 - $23.68 $314,709 - $370,947
15,665 Added 13.58%
131,007 $2.63 Million
Q2 2022

Jul 25, 2022
BUY
$22.9 - $27.06 $284,898 - $336,653
12,441 Added 12.09%
115,342 $2.67 Million
Q1 2022

Apr 18, 2022
BUY
$24.29 - $28.31 $847,235 - $987,452
34,880 Added 51.28%
102,901 $2.7 Million
Q4 2021

Feb 24, 2022
BUY
$26.45 - $28.31 $1.8 Million - $1.93 Million
68,021 New
68,021 $1.86 Million

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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