Heirloom Wealth Management Dimensional ETF Tr Inflation P Put Options Transaction History
Heirloom Wealth Management
- $358 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
152Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Hemington Wealth Management913KShares$38.5 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.9 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.7 Million4.35% of portfolio
-
Geometric Wealth Advisors499KShares$21 Million3.4% of portfolio