Heirloom Wealth Management Dimensional ETF Tr Transaction History

Heirloom Wealth Management

  • $297 Million
  • Q2 2024

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heirloom Wealth Management holds 132,841 shares of DFAU stock, worth $5.27 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
132,841
Previous 145,125 8.46%
Holding current value
$5.27 Million
Previous $5.3 Million 6.07%
% of portfolio
1.68%
Previous 1.9%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$34.53 - $37.67 $424,166 - $462,738
-12,284 Reduced 8.46%
132,841 $4.98 Million
Q1 2024

Apr 24, 2024
BUY
$32.59 - $36.54 $170,771 - $191,469
5,240 Added 3.75%
145,125 $5.3 Million
Q4 2023

Jan 31, 2024
BUY
$28.58 - $33.37 $657 - $767
23 Added 0.02%
139,885 $4.65 Million
Q3 2023

Oct 23, 2023
BUY
$29.79 - $32.13 $81,803 - $88,228
2,746 Added 2.0%
139,862 $4.19 Million
Q2 2023

Aug 08, 2023
BUY
$28.25 - $30.99 $569,152 - $624,355
20,147 Added 17.22%
137,116 $4.25 Million
Q1 2023

Apr 27, 2023
BUY
$26.87 - $29.65 $3.14 Million - $3.47 Million
116,969 New
116,969 $3.37 Million

Others Institutions Holding DFAU

# of Institutions
399
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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