FirstPurpose Wealth
DFAS icon

FirstPurpose Wealth’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

FirstPurpose Wealth’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,641
Closed -$217K – 213
2023
Q4 		$217K Buy
+3,641
New +$195K 0.08% 190

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FirstPurpose Wealth's DFAS Position: Q1 2024 in Review

FirstPurpose Wealth sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q1 2024, closing a stake of 3,641 shares — an estimated $217K sold.

FirstPurpose Wealth first reported a position in DFAS in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 612 funds tracked by Wall St. Rank hold DFAS as of Q1 2024.

  • FirstPurpose Wealth reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 3,641 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2024, an estimated $217K.
  • FirstPurpose Wealth first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • FirstPurpose Wealth's U.S. Small Cap Portfolio ETF Class Shares position peaked at $217K in Q4 2023.
  • 612 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.