Heritage Financial Services, LLC Dimensional ETF Tr Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

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 8,646 shares of DFIV stock, worth $365,120. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,646
Previous 12,643 31.61%
Holding current value
$365,120
Previous $448,000 24.11%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$35.33 - $40.77 $141,214 - $162,957
-3,997 Reduced 31.61%
8,646 $340,000
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
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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