Heritage Investment Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Heritage Investment Group, Inc.
- $522 Million
- Q3 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 369,930 shares of DFIC stock, worth $9.47 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
369,930
Previous 336,824
9.83%
Holding current value
$9.47 Million
Previous $8.86 Million
17.55%
% of portfolio
1.99%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$691 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$659 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$404 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$124 Million17.02% of portfolio