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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $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

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

View all positions for Heritage Financial Services

Top funds holding Dimensional Etf Trust

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Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust