First Purpose Wealth LLC Dimensional ETF Tr Short Durat Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, First Purpose Wealth LLC holds 94,773 shares of DFSD stock, worth $4.46 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
94,773
Previous 85,998 10.2%
Holding current value
$4.46 Million
Previous $4.04 Million 10.29%
% of portfolio
1.62%
Previous 1.57%

Shares

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

Apr 22, 2024
BUY
$46.78 - $47.19 $410,494 - $414,092
8,775 Added 10.2%
94,773 $4.46 Million
Q4 2023

Apr 22, 2024
BUY
$46.16 - $47.09 $839,465 - $856,378
18,186 Added 26.82%
85,998 $4.04 Million
Q3 2023

Oct 30, 2023
BUY
$46.24 - $46.65 $85,220 - $85,975
1,843 Added 2.79%
67,812 $3.15 Million
Q2 2023

Jul 21, 2023
BUY
$46.28 - $46.83 $1.49 Million - $1.5 Million
32,112 Added 94.85%
65,969 $3.06 Million
Q1 2023

May 03, 2023
BUY
$46.1 - $46.75 $350,867 - $355,814
7,611 Added 29.0%
33,857 $1.58 Million
Q4 2022

Jan 26, 2023
BUY
$45.19 - $46.47 $330,881 - $340,253
7,322 Added 38.69%
26,246 $0
Q3 2022

Oct 24, 2022
BUY
$45.55 - $47.51 $32,203 - $33,589
707 Added 3.88%
18,924 $871,000
Q2 2022

Jul 25, 2022
BUY
$46.22 - $47.82 $841,989 - $871,136
18,217 New
18,217 $854,000
Q1 2022

Apr 18, 2022
SELL
$47.69 - $49.94 $235,827 - $246,953
-4,945 Closed
0 $0
Q4 2021

Feb 24, 2022
BUY
$49.93 - $50.13 $246,903 - $247,892
4,945 New
4,945 $247,000

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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