Dimensional Etf Trust shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Dimensional Etf Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $7.6M | 157k | 48.19 |
| 2025-06-30 | $6.9M | 144k | 48.01 |
| 2025-03-31 | $6.7M | 141k | 47.52 |
| 2024-12-31 | $6.6M | 141k | 46.88 |
| 2024-09-30 | $6.3M | 131k | 47.74 |
| 2024-06-30 | $5.8M | 123k | 47.00 |
| 2024-03-31 | $5.5M | 116k | 47.04 |
| 2023-12-31 | $5.2M | 110k | 47.01 |
| 2023-09-30 | $4.9M | 105k | 46.38 |