FirstPurpose Wealth LLC DFCF Holdings History
FirstPurpose Wealth LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 263,609.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $10.87 Mil. This investment constitutes 3.95% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 7 purchases of DFCF, at an average price of $42.86, for a total of 291,497.00 shares. In addition, there have been 2 sales at an average price of $46.92 for 27,888.00 shares. Based on historical transaction data and DFCF's current price of $41.89, FirstPurpose Wealth LLC's estimated gain on his DFCF holdings is $-142,234.01, reflecting a -1.14% gain to date.
FirstPurpose Wealth LLC DFCF ($41.89) Holding Chart
FirstPurpose Wealth LLC DFCF ($41.89) 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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