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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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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
2024-12-31 $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

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)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Heritage Financial Services

Top funds holding Dimensional Etf Trust

Elser Financial Planning
Forum Financial Management
CI Private Wealth
Colony
Buckingham Strategic Partners
Truepoint
HighTower Advisors
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
RW Investment Management
JMG Financial Group
BKD Wealth Advisors

View all funds holding Dimensional Etf Trust