Heritage Investment Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Heritage Investment Group, Inc.

$529 Million
Q1 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 152,555 shares of DFCF stock, worth $6.41 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

152,555

Previous 155,944 2.17%

Holding current value

$6.41 Million

Previous $6.45 Million 0.51%

% of portfolio

1.21%

Previous 1.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$40.79 - $42.32 $138,237 - $143,422	-3,389 Reduced 2.17%	152,555 $6.42 Million
Q4 2024 Jan 28, 2025	BUY	$41.17 - $43.34 $3.76 Million - $3.96 Million	91,321 Added 141.31%	155,944 $6.45 Million
Q3 2024 Nov 06, 2024	BUY	$41.34 - $43.55 $174,909 - $184,260	4,231 Added 7.01%	64,623 $2.79 Million
Q2 2024 Jul 22, 2024	BUY	$40.79 - $41.97 $74,931 - $77,098	1,837 Added 3.14%	60,392 $2.51 Million
Q1 2024 May 02, 2024	BUY	$41.54 - $42.6 $107,297 - $110,035	2,583 Added 4.61%	58,555 $2.46 Million
Q4 2023 Feb 01, 2024	BUY	$39.52 - $42.54 $84,888 - $91,375	2,148 Added 3.99%	55,972 $2.37 Million
Q3 2023 Nov 03, 2023	BUY	$40.3 - $42.05 $2.17 Million - $2.26 Million	53,824 New	53,824 $2.17 Million

Others Institutions Holding DFCF

# of Institutions

416

Shares Held

120M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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 Core Fxd In Transaction History