Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.3M | 54k | 24.11 |
2023-09-30 | $524k | 23k | 22.57 |
2022-06-30 | $23k | 1.0k | 22.20 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services