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 486,052 shares of DFAI stock, worth $14.5 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
486,052
Previous 468,850
3.67%
Holding current value
$14.5 Million
Previous $13.4 Million
9.39%
% of portfolio
5.34%
Previous 5.23%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
488Shares Held
134MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$182 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$140 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$115 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$99.4 Million15.43% of portfolio