Dimensional Etf Trust shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 32k | 38.57 |
| 2025-06-30 | $1.2M | 32k | 35.84 |
| 2025-03-31 | $1.1M | 32k | 32.99 |
| 2024-12-31 | $1.1M | 32k | 34.59 |
| 2024-09-30 | $1.1M | 32k | 34.29 |
| 2024-06-30 | $1.0M | 32k | 32.24 |
| 2024-03-31 | $1.0M | 32k | 31.95 |
| 2023-12-31 | $947k | 32k | 29.23 |
| 2023-09-30 | $849k | 32k | 26.20 |
| 2023-06-30 | $880k | 32k | 27.15 |
| 2023-03-31 | $826k | 32k | 25.48 |
| 2022-12-31 | $787k | 32k | 24.28 |
| 2022-09-30 | $721k | 32k | 22.24 |
| 2022-06-30 | $755k | 32k | 23.30 |
| 2022-03-31 | $894k | 32k | 27.59 |
| 2021-12-31 | $939k | 32k | 28.97 |
| 2021-09-30 | $927k | 35k | 26.57 |
| 2021-06-30 | $942k | 35k | 26.98 |