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

Heritage Financial Services, LLC

$732 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFEV

# of Institutions

152

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Asset Dedication, LLC

2.39M
Shares

$65.7 Million
4.64% of portfolio
Ritholtz Wealth Management

965K
Shares

$26.6 Million
0.84% of portfolio
True Wealth Design, LLC Akron, OH

767K
Shares

$21.1 Million
5.21% of portfolio
Marquette Asset Management, LLC

637K
Shares

$17.5 Million
2.88% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

612K
Shares

$16.8 Million
0.02% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
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