Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) 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 | $57M | 1.8M | 32.07 |
| 2025-06-30 | $54M | 1.8M | 29.68 |
| 2025-03-31 | $49M | 1.9M | 26.46 |
| 2024-12-31 | $63M | 2.4M | 26.19 |
| 2024-09-30 | $66M | 2.3M | 28.15 |
| 2024-06-30 | $60M | 2.2M | 26.73 |
| 2024-03-31 | $56M | 2.2M | 25.49 |
More positions owned by Heritage Financial Services
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