Heritage Investment Group, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Heritage Investment Group, Inc.
- $612 Million
- Q3 2025
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 527,285 shares of DFEM stock, worth $17.4 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
527,285
Previous 503,474
4.73%
Holding current value
$17.4 Million
Previous $14.9 Million
13.16%
% of portfolio
2.76%
Previous 2.63%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
498Shares Held
176MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio