Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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 |
|---|---|---|---|
| 2024-09-30 | $2.8M | 88k | 31.78 |
| 2024-06-30 | $2.4M | 80k | 29.67 |
| 2024-03-31 | $2.2M | 73k | 30.22 |
| 2023-12-31 | $1.8M | 62k | 28.64 |
| 2023-09-30 | $1.1M | 42k | 26.11 |
| 2023-06-30 | $566k | 21k | 27.32 |
| 2023-03-31 | $548k | 20k | 26.95 |
| 2022-12-31 | $504k | 20k | 25.04 |
| 2022-09-30 | $446k | 21k | 21.55 |
More positions owned by Heritage Financial Services
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