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

Heritage Investment Group, Inc.

$531 Million
Q4 2024

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 155,944 shares of DFCF stock, worth $6.55 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

155,944

Previous 64,623 141.31%

Holding current value

$6.55 Million

Previous $2.79 Million 131.06%

% of portfolio

1.21%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

407

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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