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

Heritage Investment Group, Inc.

  • $569 Million
  • Q2 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 153,954 shares of DFCF stock, worth $6.6 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
153,954
Previous 152,555 0.92%
Holding current value
$6.6 Million
Previous $6.42 Million 1.4%
% of portfolio
1.14%
Previous 1.21%

Shares

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

Jul 17, 2025
BUY
$41.1 - $42.37 $57,498 - $59,275
1,399 Added 0.92%
153,954 $6.51 Million
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
424
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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