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

Heritage Financial Services, LLC

  • $991 Million
  • Q1 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 172,182 shares of DFSI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172,182
Previous 177,696 3.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
188
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN INTL

DFSI Quotes by TradingView
  • Ticker DFSI
More about DFSI
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