Heirloom Wealth Management Dimensional ETF Tr Inflation P Transaction History

Heirloom Wealth Management

  • $279 Million
  • Q1 2024

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 844,463 shares of DFIP stock, worth $34.4 Million. This represents 12.51% of its overall portfolio holdings.

Number of Shares
844,463
Previous 700,903 20.48%
Holding current value
$34.4 Million
Previous $28.9 Million 20.4%
% of portfolio
12.51%
Previous 11.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
98
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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