Heirloom Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust Inflation Prote by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
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)
Visa Com Cl A (V)
Asml Holding N V N Y Registry Shs (ASML)
NVIDIA Corporation (NVDA)
Republic Services (RSG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Linde SHS (LIN)
Novo-nordisk A S Adr (NVO)
Parker-Hannifin Corporation (PH)
McDonald's Corporation (MCD)
Vertex Pharmaceuticals Incorporated (VRTX)
Apple (AAPL)

View all positions for Heirloom Wealth Management

Top funds holding Dimensional Etf Trust Inflation Prote

Heirloom Wealth Management
Hill Investment Group Partners
CPA Asset Management
Larson Financial Group
Rather & Kittrell
Market Street Wealth Management Advisors
Five Oceans Advisors
Austin Wealth Management
Core Wealth Management
Apella Capital
Geometric Wealth Advisors
Sensible Financial Planning & Management
BetterWealth
Physician Wealth Solutions
Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust Inflation Prote