FirstPurpose Wealth LLC DFAU Holdings History
FirstPurpose Wealth LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 1.09 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $39.24 Mil. This investment constitutes 14.24% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 9 purchases of DFAU, at an average price of $30.11, for a total of 1.09 Mil shares. Based on historical transaction data and DFAU's current price of $43.58, FirstPurpose Wealth LLC's estimated gain on his DFAU holdings is $14.74 Mil, reflecting a 44.72% gain to date.
FirstPurpose Wealth LLC DFAU ($43.58) Holding Chart
FirstPurpose Wealth LLC DFAU ($43.58) 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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