FirstPurpose Wealth LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1913420
OREM, UT
All Filings in DFSD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 DFSD | $4,458,121 | 94,773 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 DFSD | $4,042,765 | 85,998 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 DFSD | $3,145,120 | 67,812 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 DFSD | $3,057,663 | 65,969 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 DFSD | $1,579,767 | 33,857 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFSD | $1,209,678 | 26,246 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 DFSD | $870,504 | 18,924 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 DFSD | $854,012 | 18,217 | Shares | Sole | 2022-07-25 | |
| 2021-12-31 DFSD | $247,250 | 4,945 | Shares | Sole | 2022-02-24 | |
| No filing history on record for this holder in this stock. | ||||||