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
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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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |