Heirloom Wealth Management Dimensional ETF Tr Inflation P Call Options Transaction History

Heirloom Wealth Management

$279 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIP

# of Institutions

98

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Hill Investment Group Partners, LLC St. Louis, MO

822K
Shares

$33.5 Million
4.79% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

397K
Shares

$16.2 Million
9.18% of portfolio
Larson Financial Group LLC

357K
Shares

$14.5 Million
1.15% of portfolio
Rather & Kittrell, Inc. Knoxville, TN

267K
Shares

$10.9 Million
3.43% of portfolio
Market Street Wealth Management Advisors LLC

256K
Shares

$10.4 Million
2.09% of portfolio

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
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