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
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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 | $3.0M | 95k | 31.53 |
| 2025-06-30 | $2.4M | 83k | 28.95 |
| 2025-03-31 | $2.1M | 82k | 25.89 |
| 2024-12-31 | $2.0M | 79k | 25.37 |
| 2024-09-30 | $1.9M | 68k | 27.41 |
| 2024-06-30 | $1.7M | 64k | 25.87 |
| 2024-03-31 | $1.5M | 61k | 24.72 |
| 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
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