Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 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 465,534 shares of DFAU stock, worth $18.5 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
465,534
Previous 465,158
0.08%
Holding current value
$18.5 Million
Previous $17 Million
2.68%
% of portfolio
2.4%
Previous 2.31%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio