Heritage Financial Services, LLC Dimensional ETF Tr Emerging Mk Transaction History
Heritage Financial Services, LLC
- $678 Million
- Q2 2024
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 2,243,881 shares of DFEM stock, worth $62.1 Million. This represents 8.84% of its overall portfolio holdings.
Number of Shares
2,243,881
Previous 2,182,550
2.81%
Holding current value
$62.1 Million
Previous $55.6 Million
7.81%
% of portfolio
8.84%
Previous 8.51%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
330Shares Held
126MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$417 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$151 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$117 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$110 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$110 Million1.18% of portfolio