Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History

Heritage Investment Group, Inc.

  • $569 Million
  • Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 71,408 shares of DFAE stock, worth $2.13 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
71,408
Previous 13,845 415.77%
Holding current value
$2.13 Million
Previous $358,000 477.37%
% of portfolio
0.36%
Previous 0.07%

Shares

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

Jul 17, 2025
BUY
$22.87 - $28.95 $1.32 Million - $1.67 Million
57,563 Added 415.77%
71,408 $2.07 Million
Q4 2024

Jan 28, 2025
BUY
$25.36 - $28.15 $351,109 - $389,736
13,845 New
13,845 $351,000

Others Institutions Holding DFAE

# of Institutions
583
Shares Held
166M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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