Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 | $14M | 338k | 42.47 |
| 2025-06-30 | $13M | 339k | 39.25 |
| 2025-03-31 | $11M | 316k | 35.81 |
| 2024-12-31 | $12M | 305k | 37.90 |
| 2024-09-30 | $12M | 311k | 37.18 |
| 2024-06-30 | $11M | 313k | 34.86 |
| 2024-03-31 | $11M | 314k | 34.41 |
| 2023-12-31 | $7.5M | 241k | 31.13 |
| 2023-09-30 | $5.9M | 213k | 27.75 |
| 2023-06-30 | $5.5M | 193k | 28.71 |
| 2023-03-31 | $3.7M | 141k | 26.62 |
| 2022-12-31 | $3.6M | 145k | 24.93 |
More positions owned by Heritage Financial Services
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