A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heirloom Wealth Management holds 33,449 shares of DFSV stock, worth $1.03 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
33,449
Previous 33,047 1.22%
Holding current value
$1.03 Million
Previous $951,000 8.31%
% of portfolio
0.33%
Previous 0.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$28.25 - $31.7 $11,356 - $12,743
402 Added 1.22%
33,449 $1.03 Million
Q2 2024

Jul 31, 2024

SELL
$27.81 - $30.13 $62,405 - $67,611
-2,244 Reduced 6.36%
33,047 $951,000
Q1 2024

Apr 24, 2024

SELL
$27.45 - $30.1 $39,747 - $43,584
-1,448 Reduced 3.94%
35,291 $1.06 Million
Q4 2023

Jan 31, 2024

SELL
$23.61 - $29.53 $42,639 - $53,331
-1,806 Reduced 4.69%
36,739 $1.07 Million
Q3 2023

Oct 23, 2023

BUY
$24.97 - $27.69 $37,280 - $41,341
1,493 Added 4.03%
38,545 $976,000
Q2 2023

Aug 08, 2023

BUY
$23.17 - $25.7 $182,347 - $202,259
7,870 Added 26.97%
37,052 $952,000
Q1 2023

Apr 27, 2023

BUY
$23.74 - $28.31 $692,780 - $826,142
29,182 New
29,182 $727,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Heirloom Wealth Management Portfolio

Follow Heirloom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.