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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

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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
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