First Purpose Wealth LLC Dimensional ETF Tr Core Fxd In Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, First Purpose Wealth LLC holds 263,609 shares of DFCF stock, worth $11 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
263,609
Previous 237,163 11.15%
Holding current value
$11 Million
Previous $10.1 Million 9.98%
% of portfolio
4.02%
Previous 3.91%

Shares

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

Apr 22, 2024
BUY
$41.54 - $42.6 $1.1 Million - $1.13 Million
26,446 Added 11.15%
263,609 $11.1 Million
Q4 2023

Apr 22, 2024
BUY
$39.52 - $42.54 $2.11 Million - $2.28 Million
53,492 Added 29.12%
237,163 $10.1 Million
Q3 2023

Oct 30, 2023
BUY
$40.3 - $42.05 $379,706 - $396,195
9,422 Added 5.41%
183,671 $7.41 Million
Q2 2023

Jul 21, 2023
BUY
$41.55 - $42.94 $2.93 Million - $3.03 Million
70,598 Added 68.11%
174,249 $7.27 Million
Q1 2023

May 03, 2023
BUY
$41.26 - $43.27 $836,422 - $877,169
20,272 Added 24.31%
103,651 $4.41 Million
Q4 2022

Jan 26, 2023
BUY
$39.82 - $42.74 $1 Million - $1.07 Million
25,150 Added 43.19%
83,379 $0
Q3 2022

Oct 24, 2022
SELL
$40.64 - $44.91 $246,440 - $272,334
-6,064 Reduced 9.43%
58,229 $2.38 Million
Q2 2022

Jul 25, 2022
BUY
$42.49 - $46.23 $2.73 Million - $2.97 Million
64,293 New
64,293 $2.8 Million
Q1 2022

Apr 18, 2022
SELL
$45.81 - $49.82 $999,757 - $1.09 Million
-21,824 Closed
0 $0
Q4 2021

Feb 24, 2022
BUY
$49.84 - $50.46 $1.09 Million - $1.1 Million
21,824 New
21,824 $1.09 Million

Others Institutions Holding DFCF

# of Institutions
329
Shares Held
87.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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