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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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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
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

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 Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners
Zhang Financial

View all funds holding Dimensional Etf Trust