Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Transaction History

Heritage Financial Services, LLC

$1.02 Billion
Q2 2025

A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,826,125 shares of DFEM stock, worth $56.6 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares

1,826,125

Previous 1,861,920 1.92%

Holding current value

$56.6 Million

Previous $49.3 Million 10.01%

% of portfolio

5.33%

Previous 4.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$23.4 - $29.68 $837,603 - $1.06 Million	-35,795 Reduced 1.92%	1,826,125 $54.2 Million
Q1 2025 May 14, 2025	SELL	$25.35 - $27.46 $14.2 Million - $15.4 Million	-559,983 Reduced 23.12%	1,861,920 $49.3 Million
Q4 2024 Jan 23, 2025	BUY	$26.16 - $28.82 $2.45 Million - $2.7 Million	93,568 Added 4.02%	2,421,903 $63.4 Million
Q3 2024 Oct 23, 2024	BUY	$25.21 - $28.46 $2.13 Million - $2.4 Million	84,454 Added 3.76%	2,328,335 $65.5 Million
Q2 2024 Jul 23, 2024	BUY	$24.84 - $27.2 $1.52 Million - $1.67 Million	61,331 Added 2.81%	2,243,881 $60 Million
Q1 2024 May 14, 2024	BUY	$23.62 - $25.64 $51.6 Million - $56 Million	2,182,550 New	2,182,550 $55.6 Million

Others Institutions Holding DFEM

# of Institutions

470

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Account

Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Transaction History