Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History

Heirloom Wealth Management

  • $279 Million
  • Q1 2024

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heirloom Wealth Management holds 35,291 shares of DFSV stock, worth $1.01 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
35,291
Previous 36,739 3.94%
Holding current value
$1.01 Million
Previous $1.07 Million 0.65%
% of portfolio
0.38%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$27.45 - $30.1 $39,747 - $43,584
-1,448 Reduced 3.94%
35,291 $1.06 Million
Q4 2023

Jan 31, 2024
SELL
$23.61 - $29.53 $42,639 - $53,331
-1,806 Reduced 4.69%
36,739 $1.07 Million
Q3 2023

Oct 23, 2023
BUY
$24.97 - $27.69 $37,280 - $41,341
1,493 Added 4.03%
38,545 $976,000
Q2 2023

Aug 08, 2023
BUY
$23.17 - $25.7 $182,347 - $202,259
7,870 Added 26.97%
37,052 $952,000
Q1 2023

Apr 27, 2023
BUY
$23.74 - $28.31 $692,780 - $826,142
29,182 New
29,182 $727,000

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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