Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 | $399k | 8.6k | 46.12 |
| 2025-06-30 | $370k | 8.6k | 42.83 |
| 2025-03-31 | $340k | 8.6k | 39.36 |
| 2024-12-31 | $449k | 13k | 35.48 |
| 2024-09-30 | $482k | 13k | 38.08 |
| 2024-06-30 | $495k | 14k | 35.94 |
| 2024-03-31 | $507k | 14k | 36.75 |
| 2023-12-31 | $474k | 14k | 34.36 |
| 2023-09-30 | $450k | 14k | 32.62 |
| 2023-06-30 | $455k | 14k | 32.85 |
| 2023-03-31 | $446k | 14k | 32.23 |
| 2022-12-31 | $421k | 14k | 30.40 |
More positions owned by Heritage Financial Services
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