Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 | $3.9M | 122k | 32.03 |
2023-09-30 | $3.4M | 118k | 28.71 |
2023-06-30 | $3.5M | 116k | 30.45 |
2023-03-31 | $2.6M | 86k | 30.05 |
2022-12-31 | $2.4M | 86k | 27.79 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services