Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Transaction History
Heritage Financial Services, LLC
- $991 Million
- Q1 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 1,861,920 shares of DFEM stock, worth $56 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
1,861,920
Previous 2,421,903
23.12%
Holding current value
$56 Million
Previous $63.4 Million
22.33%
% of portfolio
4.97%
Previous 8.65%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
446Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$498 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$195 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$135 Million0.17% of portfolio