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

First Purpose Wealth LLC

$275 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

686

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$763 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$477 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$454 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$334 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$185 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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.