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 $11.2 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

263,609

Previous 237,163 11.15%

Holding current value

$11.2 Million

Previous $10.1 Million 9.98%

% of portfolio

4.02%

Previous 3.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

424

Shares Held

120M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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