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Dimensional Etf Trust shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 110k 47.01
2023-09-30 $4.9M 105k 46.38

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Heritage Investment Group

Top funds holding Dimensional Etf Trust

Beaird Harris Wealth Management
DiNuzzo Private Wealth
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Buckingham Asset Management
Assetmark
Apella Capital
Great Waters Wealth Management
Commonwealth Equity Services
Savant Capital Management
Phillips Financial Management
HighTower Advisors
Buckingham Strategic Partners
Rather & Kittrell
RAM Investment Partners
Burney Co/

View all funds holding Dimensional Etf Trust