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FirstPurpose Wealth LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 29.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,857 shares of the company’s stock after acquiring an additional 7,611 […]
FirstPurpose Wealth LLC raised its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 13.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,562 shares of the company’s stock after buying an additional 671 shares […]
FirstPurpose Wealth LLC increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 24.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 103,651 shares of the company’s stock after buying an additional 20,272 shares […]
FirstPurpose Wealth LLC raised its position in Wells Fargo & Company (NYSE:WFC – Free Report) by 72.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,223 shares of the financial services provider’s stock after buying an additional 4,278 […]
FirstPurpose Wealth LLC grew its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 9.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,244 shares of the company’s stock after purchasing an additional 997 shares during the period. FirstPurpose Wealth LLC’s holdings […]