Heritage Financial Services, LLC Dimensional ETF Tr Dimen Us Su 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 Us Su stock. As of the latest transaction made, Heritage Financial Services, LLC holds 338,010 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

338,010

Previous 339,438 0.42%

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	-1,428 Reduced 0.42%	338,010 $0
Q2 2025 Jul 18, 2025	BUY	N/A	23,716 Added 7.51%	339,438 $0
Q1 2025 May 14, 2025	BUY	N/A	10,905 Added 3.58%	315,722 $0
Q4 2024 Jan 23, 2025	SELL	N/A	-5,825 Reduced 1.88%	304,817 $0
Q3 2024 Oct 23, 2024	SELL	N/A	-2,039 Reduced 0.65%	310,642 $0

Q2 2024 Jul 23, 2024	SELL	N/A	-1,554 Reduced 0.49%	312,681 $0
Q1 2024 May 14, 2024	BUY	N/A	73,180 Added 30.36%	314,235 $0
Q4 2023 Feb 02, 2024	BUY	N/A	28,330 Added 13.32%	241,055 $0
Q3 2023 Oct 19, 2023	BUY	N/A	19,650 Added 10.18%	212,725 $0
Q2 2023 Jul 31, 2023	BUY	N/A	52,234 Added 37.09%	193,075 $0
Q1 2023 May 10, 2023	SELL	N/A	-4,545 Reduced 3.13%	140,841 $0
Q4 2022 Jan 27, 2023	BUY	N/A	145,386 New	145,386 $0

Others Institutions Holding DFSU

# of Institutions

255

Shares Held

31.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN US SU

Ticker DFSU

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Heritage Financial Services, LLC Dimensional ETF Tr Dimen Us Su Transaction History