Heritage Investment Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 60,392 shares of DFCF stock, worth $2.54 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
60,392
Previous 58,555
3.14%
Holding current value
$2.54 Million
Previous $2.46 Million
2.12%
% of portfolio
0.34%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
294Shares Held
84MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$418 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$292 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.4 Million24.6% of portfolio