Heritage Financial Services, LLC Dimensional ETF Tr Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 60,687 shares of DFAE stock, worth $1.61 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
60,687
Previous 53,887 12.62%
Holding current value
$1.61 Million
Previous $1.3 Million 15.47%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$22.74 - $24.88 $154,632 - $169,184
6,800 Added 12.62%
60,687 $1.5 Million
Q4 2023

Feb 02, 2024
BUY
$21.63 - $24.11 $663,024 - $739,043
30,653 Added 131.93%
53,887 $1.3 Million
Q3 2023

Oct 19, 2023
BUY
$22.43 - $24.83 $521,138 - $576,900
23,234 New
23,234 $524,000
Q2 2022

Jul 19, 2022
BUY
$22.9 - $27.06 $23,724 - $28,034
1,036 New
1,036 $23,000

Others Institutions Holding DFAE

# of Institutions
426
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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