Heirloom Wealth Management Dimensional ETF Tr Dimensional Transaction History
Heirloom Wealth Management
- $318 Million
- Q4 2024
A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heirloom Wealth Management holds 32,346 shares of DFSV stock, worth $909,246. This represents 0.31% of its overall portfolio holdings.
Number of Shares
32,346
Previous 33,449
3.3%
Holding current value
$909,246
Previous $1.03 Million
3.4%
% of portfolio
0.31%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio