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Dimensional Etf Trust Inflation Prote shares owned by Heirloom Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by Heirloom Wealth Management from 13F filings

Historical chart of Heirloom Wealth Management investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote 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 Inflation Prote by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 991k 42.28
2024-06-30 $39M 951k 40.84
2024-03-31 $35M 845k 41.25
2023-12-31 $29M 701k 41.28

More positions owned by Heirloom Wealth Management

Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Republic Services (RSG)
Asml Holding N V N Y Registry Shs (ASML)
Linde SHS (LIN)
Apple (AAPL)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
McDonald's Corporation (MCD)
Vertex Pharmaceuticals Incorporated (VRTX)

View all positions for Heirloom Wealth Management

Top funds holding Dimensional Etf Trust Inflation Prote

Matson Money
Heirloom Wealth Management
Hill Investment Group Partners
Planning Center
Geometric Wealth Advisors
CPA Asset Management
Physician Wealth Solutions
Rather & Kittrell
Larson Financial Group
Market Street Wealth Management Advisors
Leading Edge Financial Planning
Yardley Wealth Management
Fundamentun
Austin Wealth Management
Five Oceans Advisors

View all funds holding Dimensional Etf Trust Inflation Prote