Heritage Investment Group, Inc. Dimensional ETF Tr U S Target Transaction History

Heritage Investment Group, Inc.

$569 Million
Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 33,052 shares of DFAT stock, worth $1.93 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

33,052

Previous 33,724 1.99%

Holding current value

$1.93 Million

Previous $1.74 Million 2.71%

% of portfolio

0.31%

Previous 0.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$44.8 - $53.97 $30,105 - $36,267	-672 Reduced 1.99%	33,052 $1.78 Million
Q1 2025 Apr 25, 2025	BUY	$50.44 - $58.1 $58,863 - $67,802	1,167 Added 3.58%	33,724 $1.74 Million
Q2 2024 Jul 22, 2024	SELL	$50.18 - $54.47 $23,584 - $25,600	-470 Reduced 1.42%	32,557 $1.69 Million
Q1 2024 May 02, 2024	SELL	$49.45 - $54.43 $42,131 - $46,374	-852 Reduced 2.51%	33,027 $1.8 Million
Q3 2023 Nov 03, 2023	SELL	$45.07 - $49.71 $9,644 - $10,637	-214 Reduced 0.63%	33,879 $1.55 Million
Q2 2023 Jul 17, 2023	SELL	$41.44 - $46.39 $42,890 - $48,013	-1,035 Reduced 2.95%	34,093 $1.58 Million
Q1 2023 May 02, 2023	SELL	$42.38 - $49.75 $17,206 - $20,198	-406 Reduced 1.14%	35,128 $1.56 Million
Q4 2022 Feb 06, 2023	SELL	$40.24 - $46.91 $35,210 - $41,046	-875 Reduced 2.4%	35,534 $1.56 Million
Q3 2022 Nov 07, 2022	SELL	$38.84 - $46.6 $43,695 - $52,425	-1,125 Reduced 3.0%	36,409 $1.42 Million
Q2 2022 Aug 02, 2022	SELL	$39.72 - $47.15 $104,741 - $124,334	-2,637 Reduced 6.56%	37,534 $1.51 Million
Q1 2022 May 03, 2022	SELL	$44.35 - $48.64 $108,480 - $118,973	-2,446 Reduced 5.74%	40,171 $1.87 Million
Q4 2021 Feb 09, 2022	BUY	$44.48 - $49.36 $1.9 Million - $2.1 Million	42,617 New	42,617 $2.03 Million

Others Institutions Holding DFAT

# of Institutions

786

Shares Held

171M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Heritage Investment Group, Inc. Dimensional ETF Tr U S Target Transaction History