Heirloom Wealth Management Dimensional ETF Tr Inflation P Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Heirloom Wealth Management holds 983,348 shares of DFIP stock, worth $41.3 Million. This represents 11.5% of its overall portfolio holdings.

Number of Shares

983,348

Previous 1,025,828 4.14%

Holding current value

$41.3 Million

Previous $43.2 Million 4.82%

% of portfolio

11.5%

Previous 13.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$41.11 - $42.42 $1.75 Million - $1.8 Million	-42,480 Reduced 4.14%	983,348 $41.1 Million
Q1 2025 Apr 24, 2025	SELL	$40.27 - $42.11 $1.01 Million - $1.06 Million	-25,102 Reduced 2.39%	1,025,828 $43.2 Million
Q4 2024 Jan 22, 2025	BUY	$40.31 - $42.43 $2.4 Million - $2.53 Million	59,625 Added 6.01%	1,050,930 $42.6 Million
Q3 2024 Oct 16, 2024	BUY	$40.69 - $42.46 $1.64 Million - $1.71 Million	40,221 Added 4.23%	991,305 $41.9 Million
Q2 2024 Jul 31, 2024	BUY	$40.31 - $41.37 $4.3 Million - $4.41 Million	106,621 Added 12.63%	951,084 $38.8 Million
Q1 2024 Apr 24, 2024	BUY	$40.58 - $41.54 $5.83 Million - $5.96 Million	143,560 Added 20.48%	844,463 $34.8 Million
Q4 2023 Jan 31, 2024	BUY	$39.16 - $41.47 $27.4 Million - $29.1 Million	700,903 New	700,903 $28.9 Million

Others Institutions Holding DFIP

# of Institutions

147

Shares Held

15.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Heirloom Wealth Management Dimensional ETF Tr Inflation P Transaction History