Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heirloom Wealth Management holds 37,776 shares of DFSV stock, worth $1.19 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

37,776

Previous 35,195 7.33%

Holding current value

$1.19 Million

Previous $990,000 12.22%

% of portfolio

0.31%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$24.21 - $29.47 $62,486 - $76,062	2,581 Added 7.33%	37,776 $1.11 Million
Q1 2025 Apr 24, 2025	BUY	$27.56 - $32.1 $78,518 - $91,452	2,849 Added 8.81%	35,195 $990,000
Q4 2024 Jan 22, 2025	SELL	$30.18 - $33.87 $33,288 - $37,358	-1,103 Reduced 3.3%	32,346 $995,000
Q3 2024 Oct 16, 2024	BUY	$28.25 - $31.7 $11,356 - $12,743	402 Added 1.22%	33,449 $1.03 Million
Q2 2024 Jul 31, 2024	SELL	$27.81 - $30.13 $62,405 - $67,611	-2,244 Reduced 6.36%	33,047 $951,000
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

482

Shares Held

132M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History