Heritage Financial Corporation shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 2.0M | 24.19 |
| 2025-06-30 | $49M | 2.0M | 23.84 |
| 2025-03-31 | $50M | 2.1M | 24.33 |
| 2024-12-31 | $51M | 2.1M | 24.50 |
| 2024-09-30 | $44M | 2.0M | 21.77 |
| 2024-06-30 | $35M | 1.9M | 18.03 |
| 2024-03-31 | $36M | 1.9M | 19.39 |
| 2023-12-31 | $37M | 1.7M | 21.39 |
| 2023-09-30 | $27M | 1.6M | 16.31 |
| 2023-06-30 | $30M | 1.8M | 16.17 |
| 2023-03-31 | $44M | 2.1M | 21.40 |
| 2022-12-31 | $62M | 2.0M | 30.64 |
| 2022-09-30 | $54M | 2.0M | 26.47 |
| 2022-06-30 | $48M | 1.9M | 25.16 |
| 2022-03-31 | $45M | 1.8M | 25.06 |
| 2021-12-31 | $40M | 1.6M | 24.44 |
| 2021-09-30 | $41M | 1.6M | 25.50 |
| 2021-06-30 | $42M | 1.7M | 25.02 |
| 2021-03-31 | $46M | 1.6M | 28.24 |
| 2020-12-31 | $39M | 1.7M | 23.39 |
| 2020-09-30 | $32M | 1.7M | 18.39 |
| 2020-06-30 | $35M | 1.7M | 20.00 |
| 2020-03-31 | $34M | 1.7M | 20.00 |
| 2019-12-31 | $49M | 1.7M | 28.30 |
| 2019-09-30 | $47M | 1.7M | 26.96 |
| 2019-06-30 | $52M | 1.7M | 29.54 |
| 2019-03-31 | $52M | 1.7M | 30.14 |
| 2018-12-31 | $51M | 1.7M | 29.72 |
| 2018-09-30 | $60M | 1.7M | 35.15 |
| 2018-06-30 | $59M | 1.7M | 34.85 |
| 2018-03-31 | $54M | 1.8M | 30.60 |
| 2017-12-31 | $57M | 1.8M | 30.80 |
| 2017-09-30 | $51M | 1.7M | 29.50 |
| 2017-06-30 | $43M | 1.6M | 26.50 |
| 2017-03-31 | $37M | 1.5M | 24.75 |
| 2016-12-31 | $36M | 1.4M | 25.75 |
| 2016-09-30 | $24M | 1.3M | 17.95 |
| 2016-06-30 | $22M | 1.2M | 17.58 |
| 2016-03-31 | $20M | 1.1M | 17.57 |
| 2015-12-31 | $20M | 1.1M | 18.84 |
| 2015-09-30 | $18M | 959k | 18.82 |
| 2015-03-31 | $15M | 874k | 17.00 |
| 2014-12-31 | $15M | 833k | 17.55 |
| 2014-09-30 | $12M | 767k | 15.84 |
| 2014-06-30 | $12M | 769k | 16.09 |
| 2014-03-31 | $7.1M | 418k | 16.92 |
| 2013-12-31 | $7.0M | 410k | 17.11 |
| 2013-09-30 | $6.1M | 396k | 15.52 |
| 2013-06-30 | $5.7M | 391k | 14.65 |
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