Heritage Investment Group, Inc. Dimensional ETF Tr U S Equity Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 511,199 shares of DFUS stock, worth $30.3 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
511,199
Previous 513,653
0.48%
Holding current value
$30.3 Million
Previous $29.3 Million
2.79%
% of portfolio
4.13%
Previous 3.97%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
605Shares Held
118MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$453 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$355 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$303 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$249 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio