Heirloom Wealth Management Dimensional ETF Tr Inflation P Call Options Transaction History
Heirloom Wealth Management
- $358 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
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Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio
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Geometric Wealth Advisors498KShares$20.9 Million3.74% of portfolio