Dimensional Etf Trust shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 35k | 30.10 |
| 2023-12-31 | $1.1M | 37k | 29.12 |
| 2023-09-30 | $977k | 39k | 25.34 |
| 2023-06-30 | $952k | 37k | 25.70 |
| 2023-03-31 | $728k | 29k | 24.93 |
More positions owned by Heirloom Wealth Management
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