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 ExcelQuarterly reported holdings in Dimensional Etf Trust by Heirloom Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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