Heritage Investment Group, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 403,132 shares of DFEM stock, worth $10.7 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
403,132
Previous 376,011
7.21%
Holding current value
$10.7 Million
Previous $9.58 Million
12.43%
% of portfolio
1.48%
Previous 1.3%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
312Shares Held
117MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$420 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$134 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$108 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$103 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$92.3 Million7.95% of portfolio