Dimensional Etf Trust shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 csvQuarterly reported holdings in Dimensional Etf Trust by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 15k | 37.77 |
| 2025-06-30 | $456k | 13k | 35.56 |
| 2025-03-31 | $353k | 11k | 33.14 |
| 2024-12-31 | $350k | 10k | 33.79 |
| 2024-09-30 | $352k | 10k | 34.07 |
| 2024-06-30 | $330k | 10k | 31.95 |
| 2024-03-31 | $326k | 10k | 31.56 |
| 2023-12-31 | $296k | 10k | 28.66 |
| 2023-09-30 | $265k | 10k | 25.66 |
| 2023-06-30 | $254k | 9.6k | 26.52 |