First Purpose Wealth LLC Dimensional ETF Tr Dimensional Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Purpose Wealth LLC holds 289,837 shares of DFAR stock, worth $6.3 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
289,837
Previous 268,930 7.77%
Holding current value
$6.3 Million
Previous $6.12 Million 6.02%
% of portfolio
2.36%
Previous 2.38%

Shares

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

Apr 22, 2024
BUY
$21.28 - $22.96 $444,900 - $480,024
20,907 Added 7.77%
289,837 $6.48 Million
Q4 2023

Apr 22, 2024
BUY
$18.45 - $23.08 $574,219 - $718,318
31,123 Added 13.09%
268,930 $6.12 Million
Q3 2023

Oct 30, 2023
BUY
$19.26 - $22.35 $453,399 - $526,141
23,541 Added 10.99%
237,807 $4.64 Million
Q2 2023

Jul 21, 2023
BUY
$20.22 - $21.63 $891,803 - $953,991
44,105 Added 25.92%
214,266 $4.61 Million
Q1 2023

May 03, 2023
BUY
$19.83 - $23.92 $725,222 - $874,802
36,572 Added 27.38%
170,161 $3.66 Million
Q4 2022

Jan 26, 2023
BUY
$20.75 - $22.52 $2.77 Million - $3.01 Million
133,589 New
133,589 $0

Others Institutions Holding DFAR

# of Institutions
197
Shares Held
29.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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