Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178M | 4.6M | 38.57 |
| 2025-06-30 | $168M | 4.7M | 35.84 |
| 2025-03-31 | $185M | 5.6M | 32.99 |
| 2024-12-31 | $210M | 6.1M | 34.59 |
| 2024-09-30 | $212M | 6.2M | 34.29 |
| 2024-06-30 | $198M | 6.1M | 32.24 |
| 2024-03-31 | $190M | 5.9M | 31.95 |
| 2023-12-31 | $163M | 5.6M | 29.23 |
| 2023-09-30 | $145M | 5.5M | 26.20 |
| 2023-06-30 | $142M | 5.2M | 27.15 |
| 2023-03-31 | $126M | 4.9M | 25.48 |
| 2022-12-31 | $98M | 4.0M | 24.28 |
| 2022-09-30 | $75M | 3.4M | 22.24 |
| 2022-06-30 | $71M | 3.1M | 23.30 |
| 2022-03-31 | $44M | 1.6M | 27.58 |
| 2021-12-31 | $17M | 575k | 28.97 |
More positions owned by Heritage Financial Services
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