Heritage Financial Services, LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History

Heritage Financial Services, LLC

$1.02 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAC

# of Institutions

1,134

Shares Held

834M

Call Options Held

36.6K

Put Options Held

7.1K

Mercer Global Advisors Inc Denver, CO

56.6M
Shares

$2.17 Billion
4.2% of portfolio
Envestnet Asset Management Inc

54.8M
Shares

$2.1 Billion
0.6% of portfolio
Forum Financial Management, LP Lombard, IL

38.9M
Shares

$1.49 Billion
24.19% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.43 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$668 Million
0.22% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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