Dimensional Etf Trust shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 130k | 39.69 |
| 2024-06-30 | $5.0M | 133k | 37.49 |
| 2024-03-31 | $5.3M | 145k | 36.54 |
| 2023-12-31 | $4.7M | 140k | 33.25 |
| 2023-09-30 | $4.2M | 140k | 29.95 |
| 2023-06-30 | $4.2M | 137k | 30.99 |
| 2023-03-31 | $3.4M | 117k | 28.77 |
More positions owned by Heirloom Wealth Management
View all positions for Heirloom Wealth Management