Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Put Options Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFEM

# of Institutions

347

Shares Held

132M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$414 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$153 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$118 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$106 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$105 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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