Heirloom Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Heirloom Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$41.1M	Sell
2025 Q1	$43.2M	Sell
2024 Q4	$42.6M	Buy
2024 Q3	$41.9M	Buy
2024 Q2	$38.8M	Buy
2024 Q1	$34.8M	Buy
2023 Q4	$28.9M	Buy