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Dimensional Etf Trust shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 $214k 5.6k 38.08
2024-06-30 $202k 5.6k 35.94
2024-03-31 $222k 6.0k 36.78
2023-12-31 $207k 6.0k 34.29
2022-03-31 $208k 6.2k 33.53
2021-12-31 $204k 6.2k 32.88

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)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Global Reit Etf (REET)
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 Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Heritage Investment Group

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