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 151,203 shares of DFEV stock, worth $4.1 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
151,203
Previous 177,799
14.96%
Holding current value
$4.1 Million
Previous $4.62 Million
9.9%
% of portfolio
0.61%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding DFEV
# of Institutions
149Shares Held
16.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$62.1 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$25.3 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.8 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$17.1 Million2.96% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$16.1 Million0.2% of portfolio