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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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All positions including Dimensional Etf Trust held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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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
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

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
Bank of America Corporation
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Cable Hill Partners
Envestnet Asset Management
Sontag Advisory
CI Private Wealth
Creative Planning
Catalyst Capital Advisors
Falcon Wealth Planning
Root Financial Partners
True Link Financial Advisors

View all funds holding Dimensional Etf Trust