Dimensional Fund Advisors LP Heritage Financial Corp Transaction History

Dimensional Fund Advisors LP

  • $418 Billion
  • Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Heritage Financial Corp stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,037,959 shares of HFWA stock, worth $47.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,037,959
Previous 2,068,765 1.49%
Holding current value
$47.9 Million
Previous $50.3 Million 3.47%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$20.97 - $24.5 $646,001 - $754,747
-30,806 Reduced 1.49%
2,037,959 $48.6 Million
Q1 2025

May 13, 2025
BUY
$23.08 - $25.77 $9,485 - $10,591
411 Added 0.02%
2,068,765 $50.3 Million
Q4 2024

Feb 13, 2025
BUY
$20.77 - $27.28 $694,320 - $911,943
33,429 Added 1.64%
2,068,354 $50.7 Million
Q3 2024

Nov 07, 2024
BUY
$17.13 - $23.17 $1.71 Million - $2.32 Million
100,073 Added 5.17%
2,034,925 $44.3 Million
Q2 2024

Aug 09, 2024
BUY
$16.68 - $19.08 $1.34 Million - $1.53 Million
80,044 Added 4.32%
1,934,852 $34.9 Million
Q1 2024

May 10, 2024
BUY
$17.88 - $21.15 $2.17 Million - $2.56 Million
121,086 Added 6.98%
1,854,808 $36 Million
Q4 2023

Feb 07, 2024
BUY
$15.97 - $22.04 $1.47 Million - $2.03 Million
92,319 Added 5.62%
1,733,722 $37.1 Million
Q3 2023

Nov 09, 2023
SELL
$16.05 - $19.14 $2.95 Million - $3.52 Million
-183,738 Reduced 10.07%
1,641,403 $26.8 Million
Q2 2023

Aug 09, 2023
SELL
$15.26 - $21.38 $3.84 Million - $5.37 Million
-251,380 Reduced 12.11%
1,825,141 $29.5 Million
Q1 2023

May 12, 2023
BUY
$21.11 - $30.6 $956,958 - $1.39 Million
45,332 Added 2.23%
2,076,521 $44.4 Million
Q4 2022

Feb 09, 2023
BUY
$26.71 - $34.24 $269,316 - $345,241
10,083 Added 0.5%
2,031,189 $62.2 Million
Q3 2022

Nov 10, 2022
BUY
$25.0 - $28.21 $2.95 Million - $3.33 Million
118,197 Added 6.21%
2,021,106 $53.5 Million
Q2 2022

Aug 12, 2022
BUY
$23.94 - $26.35 $2.48 Million - $2.73 Million
103,715 Added 5.76%
1,902,909 $47.9 Million
Q1 2022

May 13, 2022
BUY
$24.18 - $27.24 $4.07 Million - $4.58 Million
168,118 Added 10.31%
1,799,194 $45.1 Million
Q4 2021

Feb 09, 2022
BUY
$23.0 - $25.99 $877,887 - $992,012
38,169 Added 2.4%
1,631,076 $39.9 Million
Q3 2021

Nov 12, 2021
SELL
$22.39 - $26.0 $1.53 Million - $1.78 Million
-68,345 Reduced 4.11%
1,592,907 $40.6 Million
Q2 2021

Aug 12, 2021
BUY
$24.59 - $29.49 $520,398 - $624,096
21,163 Added 1.29%
1,661,252 $41.6 Million
Q1 2021

May 14, 2021
SELL
$23.1 - $30.64 $746,869 - $990,652
-32,332 Reduced 1.93%
1,640,089 $46.3 Million
Q4 2020

Feb 25, 2021
BUY
$18.28 - $25.34 $30.6 Million - $42.4 Million
1,672,421 New
1,672,421 $39.1 Million

Others Institutions Holding HFWA

# of Institutions
179
Shares Held
29M
Call Options Held
0
Put Options Held
53.5K
View Full List

About HERITAGE FINANCIAL CORP

HFWA Quotes by TradingView
  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $824M
  • Description
  • Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...
More about HFWA
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