FirstPurpose Wealth LLC DFAC Holdings History
FirstPurpose Wealth LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 1.07 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $33.37 Mil. This investment constitutes 12.11% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 5 purchases of DFAC, at an average price of $26.72, for a total of 2.14 Mil shares. In addition, there have been 4 sales at an average price of $27.27 for 1.07 Mil shares. Based on historical transaction data and DFAC's current price of $36.91, FirstPurpose Wealth LLC's estimated gain on his DFAC holdings is $11.47 Mil, reflecting a 20.08% gain to date.
FirstPurpose Wealth LLC DFAC ($36.91) Holding Chart
FirstPurpose Wealth LLC DFAC ($36.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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