Heritage Financial Services, LLC Dimensional ETF Tr Dimen Intl Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr Dimen Intl stock. As of the latest transaction made, Heritage Financial Services, LLC holds 161,632 shares of DFSI stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
161,632
Previous 122,235
32.23%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFSI
# of Institutions
122Shares Held
7.91MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA881KShares$00.0% of portfolio
-
Merriman Wealth Management, LLC545KShares$00.0% of portfolio
-
Awm Capital, LLC496KShares$00.0% of portfolio
-
Francis Financial, Inc. New York, NY462KShares$00.0% of portfolio
-
Vista Wealth Management Group, LLC444KShares$00.0% of portfolio