FirstPurpose Wealth LLC DFSD Holdings History
FirstPurpose Wealth LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 94,773.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $4.44 Mil. This investment constitutes 1.61% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 8 purchases of DFSD, at an average price of $46.75, for a total of 99,718.00 shares. In addition, there have been 1 sales at an average price of $48.83 for 4,945.00 shares. Based on historical transaction data and DFSD's current price of $47.89, FirstPurpose Wealth LLC's estimated gain on his DFSD holdings is $117,791.55, reflecting a 2.53% gain to date.
FirstPurpose Wealth LLC DFSD ($47.89) Holding Chart
FirstPurpose Wealth LLC DFSD ($47.89) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
