Heritage Financial Services, LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Heritage Financial Services, LLC holds 73,429 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73,429
Previous 73,342 0.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
N/A
87 Added 0.12%
73,429 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-1,839 Reduced 2.45%
73,342 $0
Q1 2024

May 14, 2024
SELL
N/A
-1,670 Reduced 2.17%
75,181 $0
Q4 2023

Feb 02, 2024
BUY
N/A
843 Added 1.11%
76,851 $0
Q3 2023

Oct 19, 2023
BUY
N/A
1,800 Added 2.43%
76,008 $0
Q2 2023

Jul 31, 2023
BUY
N/A
4,525 Added 6.49%
74,208 $0
Q1 2023

May 10, 2023
SELL
N/A
-502 Reduced 0.72%
69,683 $0
Q4 2022

Jan 27, 2023
BUY
N/A
70,185 New
70,185 $0

Others Institutions Holding DFSE

# of Institutions
113
Shares Held
6.03M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

DFSE Quotes by TradingView
  • Ticker DFSE
More about DFSE
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email