Heritage Investment Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Heritage Investment Group, Inc.
- $522 Million
- Q3 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 64,623 shares of DFCF stock, worth $2.67 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
64,623
Previous 60,392
7.01%
Holding current value
$2.67 Million
Previous $2.51 Million
11.28%
% of portfolio
0.53%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio