Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 | $7.0M | 172k | 40.95 |
| 2025-06-30 | $6.8M | 173k | 39.41 |
| 2025-03-31 | $6.0M | 172k | 34.89 |
| 2024-12-31 | $5.8M | 178k | 32.85 |
| 2024-09-30 | $5.9M | 166k | 35.74 |
| 2024-06-30 | $5.3M | 162k | 32.94 |
| 2024-03-31 | $5.4M | 162k | 33.67 |
| 2023-12-31 | $3.9M | 122k | 32.03 |
| 2023-09-30 | $3.4M | 118k | 28.71 |
| 2023-06-30 | $3.5M | 116k | 30.45 |
| 2023-03-31 | $2.6M | 86k | 30.05 |
| 2022-12-31 | $2.4M | 86k | 27.79 |
More positions owned by Heritage Financial Services
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