Heritage Financial Services, LLC Dimensional ETF Tr Dimen Us Su Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Heritage Financial Services, LLC holds 315,722 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
315,722
Previous 304,817 3.58%
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
BUY
N/A
10,905 Added 3.58%
315,722 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-5,825 Reduced 1.88%
304,817 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-2,039 Reduced 0.65%
310,642 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-1,554 Reduced 0.49%
312,681 $0
Q1 2024

May 14, 2024
BUY
N/A
73,180 Added 30.36%
314,235 $0
Q4 2023

Feb 02, 2024
BUY
N/A
28,330 Added 13.32%
241,055 $0
Q3 2023

Oct 19, 2023
BUY
N/A
19,650 Added 10.18%
212,725 $0
Q2 2023

Jul 31, 2023
BUY
N/A
52,234 Added 37.09%
193,075 $0
Q1 2023

May 10, 2023
SELL
N/A
-4,545 Reduced 3.13%
140,841 $0
Q4 2022

Jan 27, 2023
BUY
N/A
145,386 New
145,386 $0

Others Institutions Holding DFSU

# of Institutions
213
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN US SU

DFSU Quotes by TradingView
  • Ticker DFSU
More about DFSU
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