StockDriftsStockDriftsTop 50 Firstpurpose Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.24% | 1.09M | $39.2M | +12.38%(+120.58K) | — | 2024-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.11% | 1.07M | $33.4M | +0.04%(+468) | — | 2024-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.25% | 486.1K | $14.5M | +11.53%(+50.25K) | — | 2024-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.95% | 263.6K | $10.9M | +43.52%(+79.94K) | — | 2024-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.32% | 128.6K | $9.1M | +17.05%(+18.74K) | — | 2024-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.58% | 286.1K | $7.1M | +15.61%(+38.63K) | — | 2024-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.25% | 289.8K | $6.2M | +21.88%(+52.03K) | — | 2024-03-31 | |
| PRG | PROG HOLDINGS INC | 2.15% | 183.1K | $5.9M | +0.00%(+0) | — | 2024-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.71% | 93.8K | $4.7M | +1.47%(+1.36K) | — | 2024-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.61% | 94.8K | $4.4M | +39.76%(+26.96K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Firstpurpose Wealth Llc reports $275.56M in US-listed equity holdings across 209 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (14.2%), DFAC (12.1%) and DFAI (5.3%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Firstpurpose Wealth Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1913420). View Firstpurpose Wealth Llc’s 13F filings on SEC