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
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
160M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email