Ownership history in Heirloom Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in DIMENSIONAL ETF TRUST (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,096,011 | +30,351 | +2.8% | 10.53% | $45.5M | $41.56 |
| 2025 Q3 | ADDED | 1,065,660 | +82,312 | +8.4% | 10.87% | $45.0M | $41.62 |
| 2025 Q2 | REDUCED | 983,348 | -42,480 | -4.1% | 10.85% | $41.1M | $40.72 |
| 2025 Q1 | REDUCED | 1,025,828 | -25,102 | -2.4% | 12.38% | $43.2M | $40.37 |
As of 2025 Q4 — sorted by position size