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 $6.7 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

289,837

Previous 268,930 7.77%

Holding current value

$6.7 Million

Previous $6.12 Million 6.02%

% of portfolio

2.36%

Previous 2.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$19.45 - $22.52 $2.6 Million - $3.01 Million	133,589 New	133,589 $0

Others Institutions Holding DFAR

# of Institutions

272

Shares Held

43.1M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Account

First Purpose Wealth LLC Dimensional ETF Tr Dimensional Transaction History