D First Tr Exchange-traded shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in D First Tr Exchange-traded
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All positions including D First Tr Exchange-traded held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $881k | 49k | 18.10 |
2024-06-30 | $776k | 45k | 17.36 |
2024-03-31 | $663k | 38k | 17.32 |
2023-12-31 | $618k | 37k | 16.86 |
2023-09-30 | $826k | 52k | 15.97 |
2023-06-30 | $860k | 54k | 15.97 |
2023-03-31 | $1.0M | 64k | 15.96 |
2022-12-31 | $1.2M | 71k | 16.80 |
2022-09-30 | $1.2M | 74k | 16.70 |
2022-06-30 | $1.8M | 103k | 17.23 |
2022-03-31 | $6.5M | 320k | 20.32 |
2021-12-31 | $6.5M | 320k | 20.32 |
2021-09-30 | $6.1M | 297k | 20.54 |
2021-06-30 | $6.1M | 295k | 20.60 |