Heritage Investment Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Heritage Investment Group, Inc.
- $531 Million
- Q4 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 407,283 shares of DFIC stock, worth $11.6 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
407,283
Previous 369,930
10.1%
Holding current value
$11.6 Million
Previous $10.4 Million
1.14%
% of portfolio
1.98%
Previous 1.99%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio