Heritage Financial Services, LLC DFSU Holdings History
Heritage Financial Services, LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 339,438.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $13.32 Mil. This investment constitutes 1.28% of their stock portfolio, and Heritage Financial Services, LLC now holds 0.89% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2022Q4. And since then Heritage Financial Services, LLC has made 7 purchases of DFSU, at an average price of $28.71, for a total of 353,401.00 shares. In addition, there have been 4 sales at an average price of $33.54 for 13,963.00 shares. Based on historical transaction data and DFSU's current price of $40.10, Heritage Financial Services, LLC's estimated gain on his DFSU holdings is $3.93 Mil, reflecting a 38.75% gain to date.
Heritage Financial Services, LLC DFSU ($40.10) Holding Chart
Heritage Financial Services, LLC DFSU ($40.10) 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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