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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

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Quarterly 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