Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History
Heritage Investment Group, Inc.
- $531 Million
- Q4 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 25,371 shares of DFAI stock, worth $809,842. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,371Holding current value
$809,842% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio