Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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 |
|---|---|---|---|
| 2024-09-30 | $2.6M | 73k | 35.42 |
| 2024-06-30 | $2.5M | 73k | 33.46 |
| 2024-03-31 | $2.4M | 75k | 32.20 |
| 2023-12-31 | $2.4M | 77k | 31.63 |
| 2023-09-30 | $2.2M | 76k | 29.39 |
| 2023-06-30 | $2.3M | 74k | 30.44 |
| 2023-03-31 | $2.1M | 70k | 29.89 |
| 2022-12-31 | $2.0M | 70k | 28.18 |
More positions owned by Heritage Financial Services
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