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

Heritage Investment Group, Inc.

$529 Million
Q1 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 33,724 shares of DFAT stock, worth $1.76 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

33,724

Previous 32,557 3.58%

Holding current value

$1.76 Million

Previous $1.81 Million 4.19%

% of portfolio

0.33%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

770

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

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.

Account

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