Heritage Investment Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 336,824 shares of DFIC stock, worth $9.04 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
336,824
Previous 309,362
8.88%
Holding current value
$9.04 Million
Previous $8.28 Million
7.01%
% of portfolio
1.22%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
331Shares Held
201MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$571 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$154 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio