Heritage Investment Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 122,659 shares of DFSD stock, worth $5.79 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
122,659
Previous 116,283
5.48%
Holding current value
$5.79 Million
Previous $5.47 Million
5.39%
% of portfolio
0.79%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
226Shares Held
36.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.9 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio