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 41,445 shares of DFAI stock, worth $1.52 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
41,445
Previous 25,371 63.36%
Holding current value
$1.52 Million
Previous $792,000 80.81%
% of portfolio
0.25%
Previous 0.15%

Shares

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

Jul 17, 2025
BUY
$28.02 - $34.71 $450,393 - $557,928
16,074 Added 63.36%
41,445 $1.43 Million
Q4 2024

Jan 28, 2025
BUY
$29.0 - $31.6 $735,759 - $801,723
25,371 New
25,371 $740,000

Others Institutions Holding DFAI

# of Institutions
682
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Heritage Investment Group, Inc. Portfolio

Follow Heritage Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Investment Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email