FirstPurpose Wealth LLC DFAE Holdings History
FirstPurpose Wealth LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 286,133.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $7.11 Mil. This investment constitutes 2.58% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 9 purchases of DFAE, at an average price of $24.36, for a total of 286,133.00 shares. Based on historical transaction data and DFAE's current price of $29.69, FirstPurpose Wealth LLC's estimated gain on his DFAE holdings is $1.52 Mil, reflecting a 21.87% gain to date.
FirstPurpose Wealth LLC DFAE ($29.69) Holding Chart
FirstPurpose Wealth LLC DFAE ($29.69) 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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