Dimensional Etf Trust shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $37M | 505k | 72.44 |
| 2025-06-30 | $34M | 505k | 67.02 |
| 2025-03-31 | $31M | 508k | 60.48 |
| 2024-12-31 | $32M | 508k | 63.75 |
| 2024-09-30 | $32M | 509k | 62.20 |
| 2024-06-30 | $30M | 511k | 58.85 |
| 2024-03-31 | $29M | 514k | 56.98 |
| 2023-12-31 | $27M | 514k | 51.83 |
| 2023-09-30 | $24M | 515k | 46.55 |
| 2023-06-30 | $25M | 515k | 48.16 |
| 2023-03-31 | $23M | 517k | 44.43 |
| 2022-12-31 | $22M | 522k | 41.61 |
| 2022-09-30 | $20M | 524k | 38.82 |
| 2022-06-30 | $21M | 525k | 40.75 |
| 2022-03-31 | $26M | 527k | 49.02 |
| 2021-12-31 | $27M | 528k | 51.70 |