Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History

Heritage Investment Group, Inc.

  • $728 Million
  • Q2 2024

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 5,620 shares of DFIV stock, worth $206,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,620
Previous 6,036 6.89%
Holding current value
$206,535
Previous $221,000 9.05%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$35.5 - $38.02 $14,768 - $15,816
-416 Reduced 6.89%
5,620 $201,000
Q4 2023

Feb 01, 2024
BUY
$30.86 - $34.46 $186,270 - $208,000
6,036 New
6,036 $207,000
Q2 2022

Aug 02, 2022
SELL
$28.66 - $33.84 $177,806 - $209,943
-6,204 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $196,108 - $212,238
6,204 New
6,204 $204,000

Others Institutions Holding DFIV

# of Institutions
527
Shares Held
184M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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