Heirloom Wealth Management Dimensional ETF Tr Transaction History

Heirloom Wealth Management

  • $330 Million
  • Q1 2025

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heirloom Wealth Management holds 143,754 shares of DFAU stock, worth $5.46 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
143,754
Previous 126,230 13.88%
Holding current value
$5.46 Million
Previous $5.11 Million 8.1%
% of portfolio
1.68%
Previous 1.61%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$37.84 - $42.29 $663,108 - $741,089
17,524 Added 13.88%
143,754 $5.53 Million
Q4 2024

Jan 22, 2025
SELL
$39.27 - $42.38 $165,169 - $178,250
-4,206 Reduced 3.22%
126,230 $5.11 Million
Q3 2024

Oct 16, 2024
SELL
$35.8 - $39.69 $86,099 - $95,454
-2,405 Reduced 1.81%
130,436 $5.18 Million
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
495
Shares Held
205M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Heirloom Wealth Management Portfolio

Follow Heirloom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email