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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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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
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

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 Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
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Abacus Wealth Partners
Five Oceans Advisors
Forum Financial Management
Jane Street
Vista Wealth Management Group
Greenspring Advisors
AE Wealth Management
Retirement Solution
Wealth Enhancement Advisory Services
Francis Financial
Heritage Financial Services
Savant Capital Management
Asset Dedication

View all funds holding Dimensional Etf Trust