Dimensional Etf Trust shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 | $25M | 539k | 45.76 |
| 2025-06-30 | $22M | 515k | 42.36 |
| 2025-03-31 | $19M | 502k | 38.44 |
| 2024-12-31 | $20M | 498k | 40.49 |
| 2024-09-30 | $19M | 478k | 39.69 |
| 2024-06-30 | $18M | 466k | 37.49 |
| 2024-03-31 | $17M | 465k | 36.54 |
| 2023-12-31 | $15M | 452k | 33.25 |
| 2023-09-30 | $13M | 433k | 29.95 |
| 2023-06-30 | $5.6M | 181k | 30.99 |
| 2023-03-31 | $5.0M | 172k | 28.77 |
| 2022-12-31 | $4.8M | 179k | 27.02 |