Heritage Financial Services, LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Heritage Financial Services, LLC holds 60,881 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60,881
Previous 73,914 17.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-13,033 Reduced 17.63%
60,881 $0
Q4 2024

Jan 23, 2025
BUY
N/A
485 Added 0.66%
73,914 $0
Q3 2024

Oct 23, 2024
BUY
N/A
87 Added 0.12%
73,429 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-1,839 Reduced 2.45%
73,342 $0
Q1 2024

May 14, 2024
SELL
N/A
-1,670 Reduced 2.17%
75,181 $0
Q4 2023

Feb 02, 2024
BUY
N/A
843 Added 1.11%
76,851 $0
Q3 2023

Oct 19, 2023
BUY
N/A
1,800 Added 2.43%
76,008 $0
Q2 2023

Jul 31, 2023
BUY
N/A
4,525 Added 6.49%
74,208 $0
Q1 2023

May 10, 2023
SELL
N/A
-502 Reduced 0.72%
69,683 $0
Q4 2022

Jan 27, 2023
BUY
N/A
70,185 New
70,185 $0

Others Institutions Holding DFSE

# of Institutions
143
Shares Held
7.01M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

DFSE Quotes by TradingView
  • Ticker DFSE
More about DFSE
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