HERITAGE FINANCIAL SERVICES, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$74.83M
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.15% | 310.07K shares | 3.65M | $22.24 | 3.36M |
| Q2 2022 | share | Increase | 0.00% | 3.05M shares | 71.17M | $23.3 | 3.05M |