Dimensional Etf Trust shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 33k | 58.21 |
| 2025-06-30 | $1.8M | 33k | 53.96 |
| 2025-03-31 | $1.7M | 34k | 51.49 |
| 2024-12-31 | $1.8M | 33k | 55.66 |
| 2024-09-30 | $1.8M | 33k | 55.63 |
| 2024-06-30 | $1.7M | 33k | 51.88 |
| 2024-03-31 | $1.8M | 33k | 54.44 |
| 2023-12-31 | $1.8M | 34k | 52.33 |
| 2023-09-30 | $1.5M | 34k | 45.69 |
| 2023-06-30 | $1.6M | 34k | 46.40 |
| 2023-03-31 | $1.6M | 35k | 44.49 |
| 2022-12-31 | $1.6M | 36k | 43.96 |
| 2022-09-30 | $1.4M | 36k | 38.97 |
| 2022-06-30 | $1.5M | 38k | 40.23 |
| 2022-03-31 | $1.9M | 40k | 46.58 |
| 2021-12-31 | $2.0M | 43k | 47.52 |