First Purpose Wealth LLC Dimensional ETF Tr Dimensional Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Purpose Wealth LLC holds 16,093 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,093
Previous 12,512
28.62%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSB
# of Institutions
103Shares Held
8.28MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.25MShares$017.27% of portfolio
-
Maseco LLP London,1.6MShares$04.13% of portfolio
-
Mercer Global Advisors Inc Denver, CO617KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio