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 1,094,777 shares of DFAU stock, worth $41.1 Million. This represents 14.55% of its overall portfolio holdings.
Number of Shares
1,094,777
Previous 1,067,686
2.54%
Holding current value
$41.1 Million
Previous $35.5 Million
12.68%
% of portfolio
14.55%
Previous 13.82%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
385Shares Held
95.2MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio