FirstPurpose Wealth LLC DFAI Holdings History
FirstPurpose Wealth LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 486,052.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $14.47 Mil. This investment constitutes 5.25% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 9 purchases of DFAI, at an average price of $27.19, for a total of 486,052.00 shares. Based on historical transaction data and DFAI's current price of $35.03, FirstPurpose Wealth LLC's estimated gain on his DFAI holdings is $3.81 Mil, reflecting a 28.85% gain to date.
FirstPurpose Wealth LLC DFAI ($35.03) Holding Chart
FirstPurpose Wealth LLC DFAI ($35.03) 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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