Heritage Financial Services, LLC Dimensional ETF Tr Dimen Intl Transaction History

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

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 171,850 shares of DFSI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

171,850

Previous 173,376 0.88%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	N/A	-1,526 Reduced 0.88%	171,850 $0
Q2 2025 Jul 18, 2025	BUY	N/A	1,194 Added 0.69%	173,376 $0
Q1 2025 May 14, 2025	SELL	N/A	-5,514 Reduced 3.1%	172,182 $0
Q4 2024 Jan 23, 2025	BUY	N/A	11,828 Added 7.13%	177,696 $0
Q3 2024 Oct 23, 2024	BUY	N/A	4,265 Added 2.64%	165,868 $0

Q2 2024 Jul 23, 2024	SELL	N/A	-29 Reduced 0.02%	161,603 $0
Q1 2024 May 14, 2024	BUY	N/A	39,397 Added 32.23%	161,632 $0
Q4 2023 Feb 02, 2024	BUY	N/A	3,931 Added 3.32%	122,235 $0
Q3 2023 Oct 19, 2023	BUY	N/A	2,484 Added 2.14%	118,304 $0
Q2 2023 Jul 31, 2023	BUY	N/A	29,897 Added 34.8%	115,820 $0
Q1 2023 May 10, 2023	SELL	N/A	-309 Reduced 0.36%	85,923 $0
Q4 2022 Jan 27, 2023	BUY	N/A	86,232 New	86,232 $0

Others Institutions Holding DFSI

# of Institutions

214

Shares Held

14.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN INTL

Ticker DFSI

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Heritage Financial Services, LLC Dimensional ETF Tr Dimen Intl Transaction History