Heritage Financial Services, LLC Dimensional ETF Tr Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 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 12,643 shares of DFIV stock, worth $457,044. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,643
Previous 13,782 8.26%
Holding current value
$457,044
Previous $495,000 2.83%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$34.66 - $38.38 $39,477 - $43,714
-1,139 Reduced 8.26%
12,643 $481,000
Q3 2023

Oct 19, 2023
SELL
$32.1 - $34.42 $1,926 - $2,065
-60 Reduced 0.43%
13,782 $449,000
Q4 2022

Jan 27, 2023
BUY
$25.88 - $31.1 $358,230 - $430,486
13,842 New
13,842 $0

Others Institutions Holding DFIV

# of Institutions
560
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email