Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History

Heirloom Wealth Management

$308 Million
Q3 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 33,449 shares of DFSV stock, worth $1.06 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

33,449

Previous 33,047 1.22%

Holding current value

$1.06 Million

Previous $951,000 8.31%

% of portfolio

0.33%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Account

Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History