Heritage Investment Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 2,276,874 shares of DFAC stock, worth $78 Million. This represents 10.08% of its overall portfolio holdings.
Number of Shares
2,276,874
Previous 2,249,877
1.2%
Holding current value
$78 Million
Previous $71.9 Million
2.12%
% of portfolio
10.08%
Previous 9.76%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio