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Dimensional Etf Trust shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 71k 31.53
2025-06-30 $2.1M 71k 28.95
2025-03-31 $358k 14k 25.89
2024-12-31 $351k 14k 25.37

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
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Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Root Financial Partners
Sontag Advisory
Washington Trust Bank
Cetera Investment Advisers
HighTower Advisors
Northwestern Mutual Wealth Management Company
Evoke Wealth

View all funds holding Dimensional Etf Trust