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 $17.1 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

486,052

Previous 468,850 3.67%

Holding current value

$17.1 Million

Previous $13.4 Million 9.39%

% of portfolio

5.34%

Previous 5.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

675

Shares Held

243M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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First Purpose Wealth LLC Dimensional ETF Tr Transaction History