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

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

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 58,856 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

58,856

Previous 60,784 3.17%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	N/A	-1,928 Reduced 3.17%	58,856 $0
Q2 2025 Jul 18, 2025	SELL	N/A	-97 Reduced 0.16%	60,784 $0
Q1 2025 May 14, 2025	SELL	N/A	-13,033 Reduced 17.63%	60,881 $0
Q4 2024 Jan 23, 2025	BUY	N/A	485 Added 0.66%	73,914 $0
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

159

Shares Held

7.97M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN EMRGN

Ticker DFSE

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