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$152 Million5.21% of portfolio
-
Planning Center, Inc.869KShares$37 Million5.63% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$34 Million4.35% of portfolio
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Hemington Wealth Management766KShares$32.6 Million4.64% of portfolio
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Geometric Wealth Advisors499KShares$21.2 Million3.4% of portfolio