HWM
Heirloom Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Sell |
983,348
-42,480
| -4% | -$1.78M | 10.85% | 1 |
|
|
2025
Q1 | $43.2M | Sell |
1,025,828
-25,102
| -2% | -$1.06M | 12.38% | 1 |
|
|
2024
Q4 | $42.6M | Buy |
1,050,930
+59,625
| +6% | +$2.41M | 12.77% | 1 |
|
|
2024
Q3 | $41.9M | Buy |
991,305
+40,221
| +4% | +$1.7M | 13.07% | 1 |
|
|
2024
Q2 | $38.8M | Buy |
951,084
+106,621
| +13% | +$4.35M | 12.58% | 1 |
|
|
2024
Q1 | $34.8M | Buy |
844,463
+143,560
| +20% | +$5.92M | 11.86% | 1 |
|
|
2023
Q4 | $28.9M | Buy |
+700,903
| New | +$28.9M | 11.1% | 2 |
|