Heritage Investment Group, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 32,557 shares of DFAT stock, worth $1.85 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
32,557
Previous 33,027
1.42%
Holding current value
$1.85 Million
Previous $1.8 Million
6.07%
% of portfolio
0.23%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
637Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$778 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$516 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$274 Million3.04% of portfolio