Heritage Financial Services, LLC DFEM Holdings History
Heritage Financial Services, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 1.83 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $54.20 Mil. This investment constitutes 5.22% of their stock portfolio, and Heritage Financial Services, LLC now holds 0.96% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q1. And since then Heritage Financial Services, LLC has made 4 purchases of DFEM, at an average price of $24.99, for a total of 2.42 Mil shares. In addition, there have been 2 sales at an average price of $26.64 for 595,778.00 shares. Based on historical transaction data and DFEM's current price of $30.44, Heritage Financial Services, LLC's estimated gain on his DFEM holdings is $10.94 Mil, reflecting a 18.07% gain to date.
Heritage Financial Services, LLC DFEM ($30.44) Holding Chart
Heritage Financial Services, LLC DFEM ($30.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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