First Purpose Wealth LLC Dimensional ETF Tr U S Small C Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$56.66 - $62.34 $206,299 - $226,979	-3,641 Closed	0 $0
Q4 2023 Apr 22, 2024	BUY	$48.83 - $60.51 $177,790 - $220,316	3,641 New	3,641 $217,000

Others Institutions Holding DFAS

# of Institutions

662

Shares Held

105M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.3M
Shares

$734 Million
0.73% of portfolio
Northern Trust Corp Chicago, IL

6.97M
Shares

$451 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.72M
Shares

$435 Million
23.41% of portfolio
Bank Of America Corp Charlotte, NC

4.45M
Shares

$288 Million
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$176 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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