FirstPurpose Wealth LLC DFAR Holdings History
FirstPurpose Wealth LLC's Dimensional US Real Estate ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 289,837.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $6.19 Mil. This investment constitutes 2.25% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q4. And since then FirstPurpose Wealth LLC has made 6 purchases of DFAR, at an average price of $21.25, for a total of 289,837.00 shares. Based on historical transaction data and DFAR's current price of $23.79, FirstPurpose Wealth LLC's estimated gain on his DFAR holdings is $736,010.90, reflecting a 11.95% gain to date.
FirstPurpose Wealth LLC DFAR ($23.79) Holding Chart
FirstPurpose Wealth LLC DFAR ($23.79) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
