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

Apr 22, 2024
BUY
$27.74 - $30.27 $477,183 - $520,704
17,202 Added 3.67%
486,052 $14.7 Million
Q4 2023

Apr 22, 2024
BUY
$24.88 - $28.69 $822,234 - $948,147
33,048 Added 7.58%
468,850 $13.4 Million
Q3 2023

Oct 30, 2023
BUY
$26.0 - $28.17 $575,380 - $623,402
22,130 Added 5.35%
435,802 $11.4 Million
Q2 2023

Jul 21, 2023
BUY
$26.46 - $28.05 $1.94 Million - $2.05 Million
73,139 Added 21.48%
413,672 $11.3 Million
Q1 2023

May 03, 2023
BUY
$25.21 - $27.45 $838,509 - $913,014
33,261 Added 10.82%
340,533 $9.18 Million
Q4 2022

Jan 26, 2023
BUY
$21.47 - $25.85 $1.31 Million - $1.58 Million
60,954 Added 24.75%
307,272 $0
Q3 2022

Oct 24, 2022
BUY
$21.44 - $25.78 $694,677 - $835,297
32,401 Added 15.15%
246,318 $5.31 Million
Q2 2022

Jul 25, 2022
BUY
$23.87 - $28.49 $531,226 - $634,044
22,255 Added 11.61%
213,917 $5.16 Million
Q1 2022

Apr 18, 2022
BUY
$25.94 - $30.08 $1.73 Million - $2.01 Million
66,764 Added 53.45%
191,662 $5.4 Million
Q4 2021

Feb 24, 2022
BUY
$28.27 - $30.4 $3.53 Million - $3.8 Million
124,898 New
124,898 $3.69 Million

Others Institutions Holding DFAI

# of Institutions
538
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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