Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History
Heritage Investment Group, Inc.
- $522 Million
- Q3 2024
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 5,620 shares of DFIV stock, worth $198,610. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,620
Previous 5,620
-0.0%
Holding current value
$198,610
Previous $201,000
6.47%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio