Heirloom Wealth Management Dimensional ETF Tr Transaction History

Heirloom Wealth Management

$318 Million
Q4 2024

A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heirloom Wealth Management holds 126,230 shares of DFAU stock, worth $5.21 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

126,230

Previous 130,436 3.22%

Holding current value

$5.21 Million

Previous $5.18 Million 1.27%

% of portfolio

1.61%

Previous 1.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$39.27 - $42.38 $165,169 - $178,250	-4,206 Reduced 3.22%	126,230 $5.11 Million
Q3 2024 Oct 16, 2024	SELL	$35.8 - $39.69 $86,099 - $95,454	-2,405 Reduced 1.81%	130,436 $5.18 Million
Q2 2024 Jul 31, 2024	SELL	$34.53 - $37.67 $424,166 - $462,738	-12,284 Reduced 8.46%	132,841 $4.98 Million
Q1 2024 Apr 24, 2024	BUY	$32.59 - $36.54 $170,771 - $191,469	5,240 Added 3.75%	145,125 $5.3 Million
Q4 2023 Jan 31, 2024	BUY	$28.58 - $33.37 $657 - $767	23 Added 0.02%	139,885 $4.65 Million
Q3 2023 Oct 23, 2023	BUY	$29.79 - $32.13 $81,803 - $88,228	2,746 Added 2.0%	139,862 $4.19 Million
Q2 2023 Aug 08, 2023	BUY	$28.25 - $30.99 $569,152 - $624,355	20,147 Added 17.22%	137,116 $4.25 Million
Q1 2023 Apr 27, 2023	BUY	$26.87 - $29.65 $3.14 Million - $3.47 Million	116,969 New	116,969 $3.37 Million

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Heirloom Wealth Management Dimensional ETF Tr Transaction History